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 5-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 | $56,371 | $112,729-50.0% | $98,716-42.9% | $137,256-58.9% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.3%+7.6pp | 80.0%-3.0pp |
| Annual return | 20.02% | 38.48%-18.5pp | 31.81%-11.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,883 | $2,725+5.8% | $2,279+26.5% | $4,156-30.6% |
| Participant deferral / active EE | $7,587 | $4,640+63.5% | $4,048+87.5% | $6,407+18.4% |
| Admin fee / account holder | $196 | $10,129-98.1% | $8,703-97.8% | $12,270-98.4% |