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 | $55,842 | $209,336-73.3% | $197,124-71.7% | $137,256-59.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 36.35% | 48.09%-11.7pp | 44.34%-8.0pp | 220.34%-184.0pp |
| Employer contribution / active EE | $6,126 | $6,591-7.1% | $6,227-1.6% | $4,156+47.4% |
| Participant deferral / active EE | $21,651 | $9,614+125.2% | $9,135+137.0% | $6,407+237.9% |
| Admin fee / account holder | $82 | $17,308-99.5% | $16,298-99.5% | $12,270-99.3% |