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 | $63,873 | $100,970-36.7% | $96,576-33.9% | $137,256-53.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.18% | 38.16%-16.0pp | 38.47%-16.3pp | 220.34%-198.2pp |
| Employer contribution / active EE | $6,943 | $3,809+82.3% | $3,553+95.4% | $4,156+67.1% |
| Participant deferral / active EE | $7,903 | $8,286-4.6% | $7,956-0.7% | $6,407+23.3% |
| Admin fee / account holder | $247 | $11,312-97.8% | $11,381-97.8% | $12,270-98.0% |