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 | $39,868 | $100,970-60.5% | $96,576-58.7% | $137,256-71.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.72% | 38.16%-16.4pp | 38.47%-16.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $3,195 | $3,809-16.1% | $3,553-10.1% | $4,156-23.1% |
| Participant deferral / active EE | $7,987 | $8,286-3.6% | $7,956+0.4% | $6,407+24.7% |
| Admin fee / account holder | $76 | $11,312-99.3% | $11,381-99.3% | $12,270-99.4% |