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 | $90,898 | $154,228-41.1% | $145,433-37.5% | $137,256-33.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 21.26% | 74.59%-53.3pp | 66.58%-45.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $3,048 | $4,804-36.5% | $4,554-33.1% | $4,156-26.7% |
| Participant deferral / active EE | $10,860 | $8,216+32.2% | $7,897+37.5% | $6,407+69.5% |
| Admin fee / account holder | $172 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |