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 | $23,036 | $111,535-79.3% | $105,223-78.1% | $137,256-83.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 28.07% | 237.85%-209.8pp | 180.65%-152.6pp | 220.34%-192.3pp |
| Employer contribution / active EE | $4,095 | $3,939+3.9% | $3,689+11.0% | $4,156-1.5% |
| Participant deferral / active EE | $6,449 | $5,500+17.3% | $5,072+27.2% | $6,407+0.7% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |