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 6-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 | $41,419 | $97,125-57.4% | $86,233-52.0% | $137,256-69.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.64% | 74.19%-55.6pp | 61.39%-42.8pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,963 | $2,841+4.3% | $2,504+18.3% | $4,156-28.7% |
| Participant deferral / active EE | $3,820 | $5,180-26.3% | $4,559-16.2% | $6,407-40.4% |
| Admin fee / account holder | $224 | $9,725-97.7% | $8,342-97.3% | $12,270-98.2% |