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 6-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 | $13,128 | $172,111-92.4% | $150,298-91.3% | $137,256-90.4% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 21.45% | 69.37%-47.9pp | 62.79%-41.3pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,888 | $4,636-59.3% | $4,154-54.6% | $4,156-54.6% |
| Participant deferral / active EE | $3,105 | $6,166-49.6% | $5,453-43.1% | $6,407-51.5% |
| Admin fee / account holder | $253 | $16,471-98.5% | $14,116-98.2% | $12,270-97.9% |