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 7-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 | $91,847 | $97,125-5.4% | $86,233+6.5% | $137,256-33.1% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.0%+1.0pp | 80.0%-10.0pp |
| Annual return | 19.19% | 74.19%-55.0pp | 61.39%-42.2pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,245 | $2,841-56.2% | $2,504-50.3% | $4,156-70.1% |
| Participant deferral / active EE | $5,251 | $5,180+1.4% | $4,559+15.2% | $6,407-18.0% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |