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 | $68,626 | $209,336-67.2% | $197,124-65.2% | $137,256-50.0% |
| Participation rate | 91.7% | 87.3%+4.4pp | 86.7%+5.0pp | 80.0%+11.7pp |
| Annual return | 22.30% | 48.09%-25.8pp | 44.34%-22.0pp | 220.34%-198.0pp |
| Employer contribution / active EE | $2,811 | $6,591-57.3% | $6,227-54.9% | $4,156-32.4% |
| Participant deferral / active EE | $11,917 | $9,614+24.0% | $9,135+30.5% | $6,407+86.0% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |