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 | $29,755 | $209,336-85.8% | $197,124-84.9% | $137,256-78.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 25.23% | 48.09%-22.9pp | 44.34%-19.1pp | 220.34%-195.1pp |
| Employer contribution / active EE | $1,466 | $6,591-77.8% | $6,227-76.5% | $4,156-64.7% |
| Participant deferral / active EE | $11,312 | $9,614+17.7% | $9,135+23.8% | $6,407+76.6% |
| Admin fee / account holder | $116 | $17,308-99.3% | $16,298-99.3% | $12,270-99.1% |