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 3-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 | $43,627 | $72,071-39.5% | $68,368-36.2% | $137,256-68.2% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 22.81% | 353.14%-330.3pp | 292.57%-269.8pp | 220.34%-197.5pp |
| Employer contribution / active EE | $1,493 | $2,788-46.5% | $2,649-43.7% | $4,156-64.1% |
| Participant deferral / active EE | $7,909 | $4,410+79.3% | $4,123+91.8% | $6,407+23.5% |
| Admin fee / account holder | $71 | $5,336-98.7% | $5,150-98.6% | $12,270-99.4% |