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 | $62,869 | $209,336-70.0% | $197,124-68.1% | $137,256-54.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.08% | 48.09%-29.0pp | 44.34%-25.3pp | 220.34%-201.3pp |
| Employer contribution / active EE | $10,180 | $6,591+54.5% | $6,227+63.5% | $4,156+144.9% |
| Participant deferral / active EE | $8,557 | $9,614-11.0% | $9,135-6.3% | $6,407+33.6% |
| Admin fee / account holder | $61 | $17,308-99.7% | $16,298-99.6% | $12,270-99.5% |