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 | $36,841 | $72,071-48.9% | $68,368-46.1% | $137,256-73.2% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 18.27% | 353.14%-334.9pp | 292.57%-274.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,001 | $2,788-28.2% | $2,649-24.5% | $4,156-51.9% |
| Participant deferral / active EE | $3,852 | $4,410-12.7% | $4,123-6.6% | $6,407-39.9% |
| Admin fee / account holder | $118 | $5,336-97.8% | $5,150-97.7% | $12,270-99.0% |