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 | $42,463 | $172,111-75.3% | $150,298-71.7% | $137,256-69.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 32.20% | 69.37%-37.2pp | 62.79%-30.6pp | 220.34%-188.1pp |
| Employer contribution / active EE | $2,362 | $4,636-49.1% | $4,154-43.1% | $4,156-43.2% |
| Participant deferral / active EE | $15,005 | $6,166+143.4% | $5,453+175.2% | $6,407+134.2% |
| Admin fee / account holder | $81 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |