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 5-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 | $73,175 | $209,336-65.0% | $197,124-62.9% | $137,256-46.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.75% | 48.09%-32.3pp | 44.34%-28.6pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,667 | $6,591-59.5% | $6,227-57.2% | $4,156-35.8% |
| Participant deferral / active EE | $7,663 | $9,614-20.3% | $9,135-16.1% | $6,407+19.6% |
| Admin fee / account holder | $167 | $17,308-99.0% | $16,298-99.0% | $12,270-98.6% |