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 | $28,219 | $154,228-81.7% | $145,433-80.6% | $137,256-79.4% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 22.61% | 74.59%-52.0pp | 66.58%-44.0pp | 220.34%-197.7pp |
| Employer contribution / active EE | $2,686 | $4,804-44.1% | $4,554-41.0% | $4,156-35.4% |
| Participant deferral / active EE | $3,398 | $8,216-58.6% | $7,897-57.0% | $6,407-47.0% |
| Admin fee / account holder | $27 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |