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 | $22,422 | $154,228-85.5% | $145,433-84.6% | $137,256-83.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.06% | 74.59%-48.5pp | 66.58%-40.5pp | 220.34%-194.3pp |
| Employer contribution / active EE | $1,865 | $4,804-61.2% | $4,554-59.1% | $4,156-55.1% |
| Participant deferral / active EE | $16,505 | $8,216+100.9% | $7,897+109.0% | $6,407+157.6% |
| Admin fee / account holder | $51 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |