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 | $46,885 | $183,592-74.5% | $155,567-69.9% | $145,959-67.9% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 41.32% | 61.24%-19.9pp | 64.74%-23.4pp | 561.95%-520.6pp |
| Employer contribution / active EE | $4,661 | $5,315-12.3% | $4,674-0.3% | $4,6610% |
| Participant deferral / active EE | $4,692 | $6,464-27.4% | $5,628-16.6% | $6,689-29.8% |
| Admin fee / account holder | $54 | $19,318-99.7% | $15,916-99.7% | $13,398-99.6% |