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 | $41,229 | $178,174-76.9% | $156,181-73.6% | $137,256-70.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.89% | 84.19%-65.3pp | 64.87%-46.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $8,000 | $4,972+60.9% | $4,294+86.3% | $4,156+92.5% |
| Participant deferral / active EE | $8,687 | $6,888+26.1% | $6,132+41.7% | $6,407+35.6% |
| Admin fee / account holder | $57 | $17,404-99.7% | $14,586-99.6% | $12,270-99.5% |