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 | $37,720 | $108,912-65.4% | $100,383-62.4% | $145,959-74.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.35% | 57.96%-39.6pp | 49.26%-30.9pp | 561.95%-543.6pp |
| Employer contribution / active EE | $3,035 | $4,423-31.4% | $3,944-23.0% | $4,661-34.9% |
| Participant deferral / active EE | $4,168 | $8,451-50.7% | $8,086-48.4% | $6,689-37.7% |
| Admin fee / account holder | $20 | $9,690-99.8% | $7,900-99.7% | $13,398-99.8% |