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 | $46,330 | $97,125-52.3% | $86,233-46.3% | $137,256-66.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.48% | 74.19%-55.7pp | 61.39%-42.9pp | 220.34%-201.9pp |
| Employer contribution / active EE | $7,385 | $2,841+159.9% | $2,504+194.9% | $4,156+77.7% |
| Participant deferral / active EE | $16,785 | $5,180+224.0% | $4,559+268.2% | $6,407+162.0% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |