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 | $66,944 | $154,228-56.6% | $145,433-54.0% | $137,256-51.2% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 20.32% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.0pp |
| Employer contribution / active EE | $6,928 | $4,804+44.2% | $4,554+52.1% | $4,156+66.7% |
| Participant deferral / active EE | $8,499 | $8,216+3.4% | $7,897+7.6% | $6,407+32.7% |
| Admin fee / account holder | $182 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |