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 | $18,688 | $172,111-89.1% | $150,298-87.6% | $137,256-86.4% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 22.44% | 69.37%-46.9pp | 62.79%-40.3pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,900 | $4,636-59.0% | $4,154-54.3% | $4,156-54.3% |
| Participant deferral / active EE | $6,987 | $6,166+13.3% | $5,453+28.1% | $6,407+9.1% |
| Admin fee / account holder | $99 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |