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 6-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 | $58,090 | $100,970-42.5% | $96,576-39.8% | $137,256-57.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.90% | 38.16%-21.3pp | 38.47%-21.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $4,378 | $3,809+14.9% | $3,553+23.2% | $4,156+5.3% |
| Participant deferral / active EE | $10,484 | $8,286+26.5% | $7,956+31.8% | $6,407+63.6% |
| Admin fee / account holder | $129 | $11,312-98.9% | $11,381-98.9% | $12,270-99.0% |