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 7-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 | $53,628 | $209,336-74.4% | $197,124-72.8% | $137,256-60.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 25.49% | 48.09%-22.6pp | 44.34%-18.9pp | 220.34%-194.9pp |
| Employer contribution / active EE | $6,708 | $6,591+1.8% | $6,227+7.7% | $4,156+61.4% |
| Participant deferral / active EE | $6,919 | $9,614-28.0% | $9,135-24.3% | $6,407+8.0% |
| Admin fee / account holder | $60 | $17,308-99.7% | $16,298-99.6% | $12,270-99.5% |