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 | $49,792 | $124,425-60.0% | $112,040-55.6% | $137,256-63.7% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 19.88% | 24.72%-4.8pp | 24.52%-4.6pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,048 | $3,411-40.0% | $2,954-30.7% | $4,156-50.7% |
| Participant deferral / active EE | $6,645 | $5,718+16.2% | $5,098+30.4% | $6,407+3.7% |
| Admin fee / account holder | $31 | $15,207-99.8% | $12,098-99.7% | $12,270-99.8% |