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 | $41,097 | $72,071-43.0% | $68,368-39.9% | $137,256-70.1% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 16.63% | 353.14%-336.5pp | 292.57%-275.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $4,916 | $2,788+76.3% | $2,649+85.6% | $4,156+18.3% |
| Participant deferral / active EE | $3,739 | $4,410-15.2% | $4,123-9.3% | $6,407-41.6% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |