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 | $60,854 | $97,125-37.3% | $86,233-29.4% | $137,256-55.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 21.36% | 74.19%-52.8pp | 61.39%-40.0pp | 220.34%-199.0pp |
| Employer contribution / active EE | $5,251 | $2,841+84.8% | $2,504+109.7% | $4,156+26.3% |
| Participant deferral / active EE | $16,158 | $5,180+212.0% | $4,559+254.4% | $6,407+152.2% |
| Admin fee / account holder | $67 | $9,725-99.3% | $8,342-99.2% | $12,270-99.5% |