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 | $18,601 | $183,592-89.9% | $155,567-88.0% | $145,959-87.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.32% | 61.24%-40.9pp | 64.74%-44.4pp | 561.95%-541.6pp |
| Employer contribution / active EE | $3,456 | $5,315-35.0% | $4,674-26.1% | $4,661-25.9% |
| Participant deferral / active EE | $12,358 | $6,464+91.2% | $5,628+119.6% | $6,689+84.8% |
| Admin fee / account holder | $22 | $19,318-99.9% | $15,916-99.9% | $13,398-99.8% |