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 | $22,213 | $97,125-77.1% | $86,233-74.2% | $137,256-83.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.79% | 74.19%-55.4pp | 61.39%-42.6pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,203 | $2,841-22.5% | $2,504-12.0% | $4,156-47.0% |
| Participant deferral / active EE | $5,141 | $5,180-0.8% | $4,559+12.8% | $6,407-19.8% |
| Admin fee / account holder | $219 | $9,725-97.8% | $8,342-97.4% | $12,270-98.2% |