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 5-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 | $24,073 | $172,111-86.0% | $150,298-84.0% | $137,256-82.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 36.52% | 69.37%-32.9pp | 62.79%-26.3pp | 220.34%-183.8pp |
| Employer contribution / active EE | $5,543 | $4,636+19.5% | $4,154+33.4% | $4,156+33.4% |
| Participant deferral / active EE | $11,884 | $6,166+92.7% | $5,453+117.9% | $6,407+85.5% |
| Admin fee / account holder | $18 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |