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 | $72,561 | $154,228-53.0% | $145,433-50.1% | $137,256-47.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 183.97% | 74.59%+109.4pp | 66.58%+117.4pp | 220.34%-36.4pp |
| Employer contribution / active EE | $15,513 | $4,804+222.9% | $4,554+240.6% | $4,156+273.3% |
| Participant deferral / active EE | $4,112 | $8,216-50.0% | $7,897-47.9% | $6,407-35.8% |
| Admin fee / account holder | $261 | $14,344-98.2% | $13,129-98.0% | $12,270-97.9% |