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 5-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 | $38,777 | $180,749-78.5% | $160,784-75.9% | $137,256-71.7% |
| Participation rate | 88.9% | 80.0%+8.9pp | 77.0%+11.9pp | 80.0%+8.9pp |
| Annual return | 20.24% | 2234.46%-2214.2pp | 1803.92%-1783.7pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,443 | $4,155-41.2% | $3,733-34.6% | $4,156-41.2% |
| Participant deferral / active EE | $2,923 | $6,844-57.3% | $6,293-53.6% | $6,407-54.4% |
| Admin fee / account holder | $80 | $10,397-99.2% | $9,717-99.2% | $12,270-99.3% |