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 | $79,081 | $97,125-18.6% | $86,233-8.3% | $137,256-42.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 29.96% | 74.19%-44.2pp | 61.39%-31.4pp | 220.34%-190.4pp |
| Employer contribution / active EE | $21,042 | $2,841+640.6% | $2,504+740.2% | $4,156+406.3% |
| Participant deferral / active EE | $19,111 | $5,180+269.0% | $4,559+319.2% | $6,407+198.3% |
| Admin fee / account holder | $127 | $9,725-98.7% | $8,342-98.5% | $12,270-99.0% |