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 4-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 | $71,909 | $210,698-65.9% | $178,014-59.6% | $145,959-50.7% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 13.18% | 386.27%-373.1pp | 294.80%-281.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $2,660 | $4,567-41.8% | $3,950-32.7% | $4,661-42.9% |
| Participant deferral / active EE | $4,930 | $6,958-29.2% | $6,276-21.5% | $6,689-26.3% |
| Admin fee / account holder | $104 | $12,016-99.1% | $10,362-99.0% | $13,398-99.2% |