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 | $19,664 | $165,584-88.1% | $142,942-86.2% | $137,256-85.7% |
| Participation rate | 88.9% | 80.1%+8.8pp | 76.8%+12.1pp | 80.0%+8.9pp |
| Annual return | 22.08% | 164.22%-142.1pp | 113.70%-91.6pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,805 | $4,725-61.8% | $4,139-56.4% | $4,156-56.6% |
| Participant deferral / active EE | $3,053 | $8,194-62.7% | $7,128-57.2% | $6,407-52.3% |
| Admin fee / account holder | $52 | $16,167-99.7% | $12,475-99.6% | $12,270-99.6% |