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 | $26,339 | $172,111-84.7% | $150,298-82.5% | $137,256-80.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 23.96% | 69.37%-45.4pp | 62.79%-38.8pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,392 | $4,636-70.0% | $4,154-66.5% | $4,156-66.5% |
| Participant deferral / active EE | $8,751 | $6,166+41.9% | $5,453+60.5% | $6,407+36.6% |
| Admin fee / account holder | $110 | $16,471-99.3% | $14,116-99.2% | $12,270-99.1% |