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 6-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 | $36,453 | $154,228-76.4% | $145,433-74.9% | $137,256-73.4% |
| Participation rate | 73.7% | 83.8%-10.1pp | 82.1%-8.4pp | 80.0%-6.3pp |
| Annual return | 19.82% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,879 | $4,804-40.1% | $4,554-36.8% | $4,156-30.7% |
| Participant deferral / active EE | $7,265 | $8,216-11.6% | $7,897-8.0% | $6,407+13.4% |
| Admin fee / account holder | $151 | $14,344-98.9% | $13,129-98.9% | $12,270-98.8% |