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 | $60,570 | $172,111-64.8% | $150,298-59.7% | $137,256-55.9% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 19.45% | 69.37%-49.9pp | 62.79%-43.3pp | 220.34%-200.9pp |
| Employer contribution / active EE | $7,924 | $4,636+70.9% | $4,154+90.7% | $4,156+90.7% |
| Participant deferral / active EE | $7,379 | $6,166+19.7% | $5,453+35.3% | $6,407+15.2% |
| Admin fee / account holder | $126 | $16,471-99.2% | $14,116-99.1% | $12,270-99.0% |