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 | $38,343 | $124,425-69.2% | $112,040-65.8% | $137,256-72.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 33.12% | 24.72%+8.4pp | 24.52%+8.6pp | 220.34%-187.2pp |
| Employer contribution / active EE | $3,970 | $3,411+16.4% | $2,954+34.4% | $4,156-4.5% |
| Participant deferral / active EE | $17,243 | $5,718+201.5% | $5,098+238.3% | $6,407+169.1% |
| Admin fee / account holder | $180 | $15,207-98.8% | $12,098-98.5% | $12,270-98.5% |