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 | $41,884 | $72,071-41.9% | $68,368-38.7% | $137,256-69.5% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 21.62% | 353.14%-331.5pp | 292.57%-271.0pp | 220.34%-198.7pp |
| Employer contribution / active EE | $4,053 | $2,788+45.4% | $2,649+53.0% | $4,156-2.5% |
| Participant deferral / active EE | $5,629 | $4,410+27.6% | $4,123+36.5% | $6,407-12.1% |
| Admin fee / account holder | $14 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |