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 | $17,355 | $87,166-80.1% | $76,735-77.4% | $137,256-87.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 27.66% | 26.50%+1.2pp | 29.77%-2.1pp | 220.34%-192.7pp |
| Employer contribution / active EE | $3,180 | $2,904+9.5% | $2,454+29.6% | $4,156-23.5% |
| Participant deferral / active EE | $3,975 | $4,726-15.9% | $4,088-2.8% | $6,407-38.0% |
| Admin fee / account holder | $26 | $8,403-99.7% | $7,189-99.6% | $12,270-99.8% |