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 4-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 | $32,629 | $209,336-84.4% | $197,124-83.4% | $137,256-76.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.07% | 48.09%-29.0pp | 44.34%-25.3pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,653 | $6,591-74.9% | $6,227-73.5% | $4,156-60.2% |
| Participant deferral / active EE | $9,977 | $9,614+3.8% | $9,135+9.2% | $6,407+55.7% |
| Admin fee / account holder | $63 | $17,308-99.6% | $16,298-99.6% | $12,270-99.5% |