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 | $43,368 | $124,425-65.1% | $112,040-61.3% | $137,256-68.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.02% | 24.72%-4.7pp | 24.52%-4.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $3,174 | $3,411-7.0% | $2,954+7.4% | $4,156-23.6% |
| Participant deferral / active EE | $3,283 | $5,718-42.6% | $5,098-35.6% | $6,407-48.8% |
| Admin fee / account holder | $108 | $15,207-99.3% | $12,098-99.1% | $12,270-99.1% |