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 | $62,276 | $172,111-63.8% | $150,298-58.6% | $137,256-54.6% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 12.53% | 69.37%-56.8pp | 62.79%-50.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $3,571 | $4,636-23.0% | $4,154-14.0% | $4,156-14.1% |
| Participant deferral / active EE | $2,122 | $6,166-65.6% | $5,453-61.1% | $6,407-66.9% |
| Admin fee / account holder | $15 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |