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 | $52,098 | $161,352-67.7% | $134,172-61.2% | $137,256-62.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 11.27% | 28.72%-17.4pp | 25.30%-14.0pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,838 | $4,099-55.2% | $3,420-46.3% | $4,156-55.8% |
| Participant deferral / active EE | $2,298 | $5,552-58.6% | $4,690-51.0% | $6,407-64.1% |
| Admin fee / account holder | $100 | $15,028-99.3% | $12,016-99.2% | $12,270-99.2% |