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 | $35,726 | $154,228-76.8% | $145,433-75.4% | $137,256-74.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 39.02% | 74.59%-35.6pp | 66.58%-27.6pp | 220.34%-181.3pp |
| Employer contribution / active EE | $4,655 | $4,804-3.1% | $4,554+2.2% | $4,156+12.0% |
| Participant deferral / active EE | $9,772 | $8,216+18.9% | $7,897+23.7% | $6,407+52.5% |
| Admin fee / account holder | $272 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |