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 | $54,789 | $159,934-65.7% | $147,005-62.7% | $145,959-62.5% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 12.93% | 98.24%-85.3pp | 418.76%-405.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $3,082 | $5,287-41.7% | $4,934-37.5% | $4,661-33.9% |
| Participant deferral / active EE | $7,478 | $8,427-11.3% | $8,070-7.3% | $6,689+11.8% |
| Admin fee / account holder | $29 | $15,053-99.8% | $13,006-99.8% | $13,398-99.8% |