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 | $21,885 | $183,592-88.1% | $155,567-85.9% | $145,959-85.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 31.61% | 61.24%-29.6pp | 64.74%-33.1pp | 561.95%-530.3pp |
| Employer contribution / active EE | $3,328 | $5,315-37.4% | $4,674-28.8% | $4,661-28.6% |
| Participant deferral / active EE | $5,638 | $6,464-12.8% | $5,628+0.2% | $6,689-15.7% |
| Admin fee / account holder | $32 | $19,318-99.8% | $15,916-99.8% | $13,398-99.8% |