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 | $84,673 | $154,228-45.1% | $145,433-41.8% | $137,256-38.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.16% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $5,850 | $4,804+21.8% | $4,554+28.4% | $4,156+40.8% |
| Participant deferral / active EE | $7,352 | $8,216-10.5% | $7,897-6.9% | $6,407+14.8% |
| Admin fee / account holder | $87 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |