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 3-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 | $21,454 | $172,111-87.5% | $150,298-85.7% | $137,256-84.4% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 19.63% | 69.37%-49.7pp | 62.79%-43.2pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,599 | $4,636-65.5% | $4,154-61.5% | $4,156-61.5% |
| Participant deferral / active EE | $3,645 | $6,166-40.9% | $5,453-33.2% | $6,407-43.1% |
| Admin fee / account holder | $223 | $16,471-98.6% | $14,116-98.4% | $12,270-98.2% |