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 3-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 | $100,740 | $154,228-34.7% | $145,433-30.7% | $137,256-26.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.26% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,916 | $4,804-18.5% | $4,554-14.0% | $4,156-5.8% |
| Participant deferral / active EE | $3,841 | $8,216-53.3% | $7,897-51.4% | $6,407-40.0% |
| Admin fee / account holder | $169 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |