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 7-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 | $48,602 | $72,071-32.6% | $68,368-28.9% | $137,256-64.6% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 18.18% | 353.14%-335.0pp | 292.57%-274.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $3,914 | $2,788+40.4% | $2,649+47.7% | $4,156-5.8% |
| Participant deferral / active EE | $6,641 | $4,410+50.6% | $4,123+61.1% | $6,407+3.7% |
| Admin fee / account holder | $71 | $5,336-98.7% | $5,150-98.6% | $12,270-99.4% |