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 | $71,135 | $88,710-19.8% | $81,783-13.0% | $145,959-51.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.32% | 1027.26%-1010.9pp | 775.05%-758.7pp | 561.95%-545.6pp |
| Employer contribution / active EE | $2,593 | $3,083-15.9% | $2,913-11.0% | $4,661-44.4% |
| Participant deferral / active EE | $12,630 | $4,645+171.9% | $4,320+192.3% | $6,689+88.8% |
| Admin fee / account holder | $260 | $8,407-96.9% | $7,380-96.5% | $13,398-98.1% |