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 4-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 | $30,860 | $101,618-69.6% | $93,063-66.8% | $137,256-77.5% |
| Participation rate | 85.7% | 74.9%+10.8pp | 72.1%+13.6pp | 80.0%+5.8pp |
| Annual return | 22.25% | 223.95%-201.7pp | 34.15%-11.9pp | 220.34%-198.1pp |
| Employer contribution / active EE | $2,761 | $2,707+2.0% | $2,476+11.5% | $4,156-33.6% |
| Participant deferral / active EE | $4,605 | $4,279+7.6% | $3,958+16.4% | $6,407-28.1% |
| Admin fee / account holder | $117 | $6,198-98.1% | $6,033-98.1% | $12,270-99.0% |