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 | $35,897 | $172,111-79.1% | $150,298-76.1% | $137,256-73.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.51% | 69.37%-50.9pp | 62.79%-44.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $7,122 | $4,636+53.6% | $4,154+71.4% | $4,156+71.4% |
| Participant deferral / active EE | $5,945 | $6,166-3.6% | $5,453+9.0% | $6,407-7.2% |
| Admin fee / account holder | $81 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |