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 | $36,866 | $154,228-76.1% | $145,433-74.7% | $137,256-73.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.36% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $4,000 | $4,804-16.7% | $4,554-12.2% | $4,156-3.8% |
| Participant deferral / active EE | $8,000 | $8,216-2.6% | $7,897+1.3% | $6,407+24.9% |
| Admin fee / account holder | $48 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |