Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 5-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,642 | $172,111-88.0% | $150,298-86.3% | $137,256-85.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.36% | 69.37%-52.0pp | 62.79%-45.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,283 | $4,636-72.3% | $4,154-69.1% | $4,156-69.1% |
| Participant deferral / active EE | $6,687 | $6,166+8.5% | $5,453+22.6% | $6,407+4.4% |
| Admin fee / account holder | $78 | $16,471-99.5% | $14,116-99.5% | $12,270-99.4% |