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 | $60,235 | $172,111-65.0% | $150,298-59.9% | $137,256-56.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 27.00% | 69.37%-42.4pp | 62.79%-35.8pp | 220.34%-193.3pp |
| Employer contribution / active EE | $9,844 | $4,636+112.3% | $4,154+137.0% | $4,156+136.8% |
| Participant deferral / active EE | $12,281 | $6,166+99.2% | $5,453+125.2% | $6,407+91.7% |
| Admin fee / account holder | $184 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |