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 | $76,333 | $112,729-32.3% | $98,716-22.7% | $137,256-44.4% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 16.39% | 38.48%-22.1pp | 31.81%-15.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,884 | $2,725-30.9% | $2,279-17.3% | $4,156-54.7% |
| Participant deferral / active EE | $8,321 | $4,640+79.3% | $4,048+105.6% | $6,407+29.9% |
| Admin fee / account holder | $21 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |