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 | $27,601 | $209,336-86.8% | $197,124-86.0% | $137,256-79.9% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 25.21% | 48.09%-22.9pp | 44.34%-19.1pp | 220.34%-195.1pp |
| Employer contribution / active EE | $3,932 | $6,591-40.3% | $6,227-36.9% | $4,156-5.4% |
| Participant deferral / active EE | $6,098 | $9,614-36.6% | $9,135-33.2% | $6,407-4.8% |
| Admin fee / account holder | $47 | $17,308-99.7% | $16,298-99.7% | $12,270-99.6% |