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 | $90,290 | $154,228-41.5% | $145,433-37.9% | $137,256-34.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.51% | 74.59%-53.1pp | 66.58%-45.1pp | 220.34%-198.8pp |
| Employer contribution / active EE | $21,649 | $4,804+350.6% | $4,554+375.3% | $4,156+420.9% |
| Participant deferral / active EE | $26,368 | $8,216+220.9% | $7,897+233.9% | $6,407+311.6% |
| Admin fee / account holder | $174 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |