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 | $55,891 | $111,814-50.0% | $103,374-45.9% | $145,959-61.7% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 19.12% | 24.77%-5.6pp | 24.89%-5.8pp | 561.95%-542.8pp |
| Employer contribution / active EE | $2,423 | $4,214-42.5% | $3,869-37.4% | $4,661-48.0% |
| Participant deferral / active EE | $6,812 | $5,618+21.2% | $5,058+34.7% | $6,689+1.8% |
| Admin fee / account holder | $241 | $9,754-97.5% | $8,394-97.1% | $13,398-98.2% |