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 6-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 | $41,817 | $97,125-56.9% | $86,233-51.5% | $137,256-69.5% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.0%+19.9pp | 80.0%+8.9pp |
| Annual return | 22.70% | 74.19%-51.5pp | 61.39%-38.7pp | 220.34%-197.6pp |
| Employer contribution / active EE | $4,716 | $2,841+66.0% | $2,504+88.3% | $4,156+13.5% |
| Participant deferral / active EE | $9,967 | $5,180+92.4% | $4,559+118.6% | $6,407+55.6% |
| Admin fee / account holder | $269 | $9,725-97.2% | $8,342-96.8% | $12,270-97.8% |