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 | $17,309 | $154,228-88.8% | $145,433-88.1% | $137,256-87.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.66% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,268 | $4,804-52.8% | $4,554-50.2% | $4,156-45.4% |
| Participant deferral / active EE | $2,896 | $8,216-64.8% | $7,897-63.3% | $6,407-54.8% |
| Admin fee / account holder | $103 | $14,344-99.3% | $13,129-99.2% | $12,270-99.2% |