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 | $19,352 | $100,970-80.8% | $96,576-80.0% | $137,256-85.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.38% | 38.16%-18.8pp | 38.47%-19.1pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,028 | $3,809-46.8% | $3,553-42.9% | $4,156-51.2% |
| Participant deferral / active EE | $2,312 | $8,286-72.1% | $7,956-70.9% | $6,407-63.9% |
| Admin fee / account holder | $197 | $11,312-98.3% | $11,381-98.3% | $12,270-98.4% |