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 | $24,018 | $154,228-84.4% | $145,433-83.5% | $137,256-82.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.62% | 74.59%-52.0pp | 66.58%-44.0pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,550 | $4,804-67.7% | $4,554-66.0% | $4,156-62.7% |
| Participant deferral / active EE | $11,427 | $8,216+39.1% | $7,897+44.7% | $6,407+78.3% |
| Admin fee / account holder | $45 | $14,344-99.7% | $13,129-99.7% | $12,270-99.6% |