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 | $43,032 | $47,479-9.4% | $62,929-31.6% | $82,448-47.8% |
| Participation rate | 71.0% | 66.9%+4.1pp | 73.1%-2.1pp | 68.1%+2.9pp |
| Annual return | 13.28% | 20.34%-7.1pp | 1063.93%-1050.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $509 | $1,885-73.0% | $2,505-79.7% | $2,551-80.0% |
| Participant deferral / active EE | $3,344 | $2,870+16.5% | $3,888-14.0% | $4,139-19.2% |
| Admin fee / account holder | $266 | $3,804-93.0% | $5,065-94.7% | $7,234-96.3% |