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 | $19,617 | $154,228-87.3% | $145,433-86.5% | $137,256-85.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 30.24% | 74.59%-44.3pp | 66.58%-36.3pp | 220.34%-190.1pp |
| Employer contribution / active EE | $1,638 | $4,804-65.9% | $4,554-64.0% | $4,156-60.6% |
| Participant deferral / active EE | $8,251 | $8,216+0.4% | $7,897+4.5% | $6,407+28.8% |
| Admin fee / account holder | $69 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |