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 4-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 | $39,438 | $124,425-68.3% | $112,040-64.8% | $137,256-71.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 25.92% | 24.72%+1.2pp | 24.52%+1.4pp | 220.34%-194.4pp |
| Employer contribution / active EE | $3,976 | $3,411+16.5% | $2,954+34.6% | $4,156-4.3% |
| Participant deferral / active EE | $10,014 | $5,718+75.1% | $5,098+96.5% | $6,407+56.3% |
| Admin fee / account holder | $41 | $15,207-99.7% | $12,098-99.7% | $12,270-99.7% |