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 | $24,873 | $154,228-83.9% | $145,433-82.9% | $137,256-81.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.88% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,402 | $4,804-50.0% | $4,554-47.3% | $4,156-42.2% |
| Participant deferral / active EE | $3,003 | $8,216-63.5% | $7,897-62.0% | $6,407-53.1% |
| Admin fee / account holder | $171 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |