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 | $28,184 | $101,618-72.3% | $93,063-69.7% | $137,256-79.5% |
| Participation rate | 88.9% | 74.9%+14.0pp | 72.1%+16.8pp | 80.0%+8.9pp |
| Annual return | 21.96% | 223.95%-202.0pp | 34.15%-12.2pp | 220.34%-198.4pp |
| Employer contribution / active EE | $3,815 | $2,707+40.9% | $2,476+54.1% | $4,156-8.2% |
| Participant deferral / active EE | $7,675 | $4,279+79.4% | $3,958+93.9% | $6,407+19.8% |
| Admin fee / account holder | $291 | $6,198-95.3% | $6,033-95.2% | $12,270-97.6% |