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 | $104,079 | $154,228-32.5% | $145,433-28.4% | $137,256-24.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 28.33% | 74.59%-46.3pp | 66.58%-38.2pp | 220.34%-192.0pp |
| Employer contribution / active EE | $9,757 | $4,804+103.1% | $4,554+114.2% | $4,156+134.8% |
| Participant deferral / active EE | $20,770 | $8,216+152.8% | $7,897+163.0% | $6,407+224.2% |
| Admin fee / account holder | $182 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |