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 | $46,360 | $154,228-69.9% | $145,433-68.1% | $137,256-66.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.06% | 74.59%-47.5pp | 66.58%-39.5pp | 220.34%-193.3pp |
| Employer contribution / active EE | $6,488 | $4,804+35.1% | $4,554+42.5% | $4,156+56.1% |
| Participant deferral / active EE | $12,443 | $8,216+51.4% | $7,897+57.6% | $6,407+94.2% |
| Admin fee / account holder | $78 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |