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 | $16,883 | $154,228-89.1% | $145,433-88.4% | $137,256-87.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 28.35% | 74.59%-46.2pp | 66.58%-38.2pp | 220.34%-192.0pp |
| Employer contribution / active EE | $2,777 | $4,804-42.2% | $4,554-39.0% | $4,156-33.2% |
| Participant deferral / active EE | $6,092 | $8,216-25.9% | $7,897-22.9% | $6,407-4.9% |
| Admin fee / account holder | $30 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |