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 10-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 | $71,349 | $172,111-58.5% | $150,298-52.5% | $137,256-48.0% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 16.06% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,538 | $4,636-66.8% | $4,154-63.0% | $4,156-63.0% |
| Participant deferral / active EE | $2,464 | $6,166-60.0% | $5,453-54.8% | $6,407-61.5% |
| Admin fee / account holder | $279 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |