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 | $35,083 | $87,166-59.8% | $76,735-54.3% | $137,256-74.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 19.68% | 26.50%-6.8pp | 29.77%-10.1pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,245 | $2,904-57.2% | $2,454-49.3% | $4,156-70.1% |
| Participant deferral / active EE | $1,433 | $4,726-69.7% | $4,088-65.0% | $6,407-77.6% |
| Admin fee / account holder | $53 | $8,403-99.4% | $7,189-99.3% | $12,270-99.6% |