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 | $76,884 | $154,228-50.1% | $145,433-47.1% | $137,256-44.0% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 21.95% | 74.59%-52.6pp | 66.58%-44.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $3,420 | $4,804-28.8% | $4,554-24.9% | $4,156-17.7% |
| Participant deferral / active EE | $7,397 | $8,216-10.0% | $7,897-6.3% | $6,407+15.5% |
| Admin fee / account holder | $271 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |