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 | $81,377 | $209,336-61.1% | $197,124-58.7% | $137,256-40.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.43% | 48.09%-25.7pp | 44.34%-21.9pp | 220.34%-197.9pp |
| Employer contribution / active EE | $2,410 | $6,591-63.4% | $6,227-61.3% | $4,156-42.0% |
| Participant deferral / active EE | $19,743 | $9,614+105.4% | $9,135+116.1% | $6,407+208.2% |
| Admin fee / account holder | $34 | $17,308-99.8% | $16,298-99.8% | $12,270-99.7% |