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 | $35,066 | $209,336-83.2% | $197,124-82.2% | $137,256-74.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.29% | 48.09%-27.8pp | 44.34%-24.1pp | 220.34%-200.0pp |
| Employer contribution / active EE | $3,384 | $6,591-48.7% | $6,227-45.7% | $4,156-18.6% |
| Participant deferral / active EE | $4,697 | $9,614-51.2% | $9,135-48.6% | $6,407-26.7% |
| Admin fee / account holder | $234 | $17,308-98.7% | $16,298-98.6% | $12,270-98.1% |