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 | $16,779 | $154,228-89.1% | $145,433-88.5% | $137,256-87.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 29.15% | 74.59%-45.4pp | 66.58%-37.4pp | 220.34%-191.2pp |
| Employer contribution / active EE | $3,618 | $4,804-24.7% | $4,554-20.6% | $4,156-12.9% |
| Participant deferral / active EE | $6,116 | $8,216-25.6% | $7,897-22.6% | $6,407-4.5% |
| Admin fee / account holder | $58 | $14,344-99.6% | $13,129-99.6% | $12,270-99.5% |