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 3-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 | $45,416 | $154,228-70.6% | $145,433-68.8% | $137,256-66.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 16.71% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $5,430 | $4,804+13.0% | $4,554+19.2% | $4,156+30.6% |
| Participant deferral / active EE | $11,394 | $8,216+38.7% | $7,897+44.3% | $6,407+77.8% |
| Admin fee / account holder | $184 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |