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 | $33,693 | $154,228-78.2% | $145,433-76.8% | $137,256-75.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 20.84% | 74.59%-53.7pp | 66.58%-45.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $2,783 | $4,804-42.1% | $4,554-38.9% | $4,156-33.0% |
| Participant deferral / active EE | $7,283 | $8,216-11.4% | $7,897-7.8% | $6,407+13.7% |
| Admin fee / account holder | $46 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |