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 | $36,379 | $154,228-76.4% | $145,433-75.0% | $137,256-73.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 65.59% | 74.59%-9.0pp | 66.58%-1.0pp | 220.34%-154.7pp |
| Employer contribution / active EE | $2,271 | $4,804-52.7% | $4,554-50.1% | $4,156-45.4% |
| Participant deferral / active EE | $8,008 | $8,216-2.5% | $7,897+1.4% | $6,407+25.0% |
| Admin fee / account holder | $283 | $14,344-98.0% | $13,129-97.8% | $12,270-97.7% |