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 | $35,556 | $86,922-59.1% | $102,438-65.3% | $80,874-56.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.04% | 18.90%-7.9pp | 29.37%-18.3pp | 35.62%-24.6pp |
| Employer contribution / active EE | $1,932 | $2,369-18.5% | $3,024-36.1% | $2,756-29.9% |
| Participant deferral / active EE | $2,215 | $4,119-46.2% | $5,054-56.2% | $4,297-48.4% |
| Admin fee / account holder | $123 | $8,050-98.5% | $9,448-98.7% | $6,935-98.2% |