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 | $55,208 | $209,336-73.6% | $197,124-72.0% | $137,256-59.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.37% | 48.09%-25.7pp | 44.34%-22.0pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,466 | $6,591-77.8% | $6,227-76.5% | $4,156-64.7% |
| Participant deferral / active EE | $8,637 | $9,614-10.2% | $9,135-5.5% | $6,407+34.8% |
| Admin fee / account holder | $57 | $17,308-99.7% | $16,298-99.7% | $12,270-99.5% |