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 9-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 | $55,765 | $112,729-50.5% | $98,716-43.5% | $137,256-59.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 24.15% | 38.48%-14.3pp | 31.81%-7.7pp | 220.34%-196.2pp |
| Employer contribution / active EE | $5,215 | $2,725+91.4% | $2,279+128.9% | $4,156+25.5% |
| Participant deferral / active EE | $9,330 | $4,640+101.1% | $4,048+130.5% | $6,407+45.6% |
| Admin fee / account holder | $79 | $10,129-99.2% | $8,703-99.1% | $12,270-99.4% |