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 | $21,133 | $154,228-86.3% | $145,433-85.5% | $137,256-84.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.76% | 74.59%-53.8pp | 66.58%-45.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,821 | $4,804-41.3% | $4,554-38.1% | $4,156-32.1% |
| Participant deferral / active EE | $4,753 | $8,216-42.2% | $7,897-39.8% | $6,407-25.8% |
| Admin fee / account holder | $72 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |