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 8-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 | $51,628 | $178,174-71.0% | $156,181-66.9% | $137,256-62.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.17% | 84.19%-65.0pp | 64.87%-45.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $3,153 | $4,972-36.6% | $4,294-26.6% | $4,156-24.1% |
| Participant deferral / active EE | $8,928 | $6,888+29.6% | $6,132+45.6% | $6,407+39.3% |
| Admin fee / account holder | $64 | $17,404-99.6% | $14,586-99.6% | $12,270-99.5% |