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 8-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 | $13,089 | $102,245-87.2% | $89,340-85.3% | $137,256-90.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 19.79% | 21.89%-2.1pp | 20.57%-0.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,031 | $2,529-59.2% | $2,231-53.8% | $4,156-75.2% |
| Participant deferral / active EE | $1,676 | $4,436-62.2% | $3,823-56.2% | $6,407-73.8% |
| Admin fee / account holder | $142 | $8,085-98.2% | $6,704-97.9% | $12,270-98.8% |