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 | $47,248 | $77,164-38.8% | $178,014-73.5% | $80,874-41.6% |
| Participation rate | 76.2% | 65.7%+10.5pp | 77.1%-0.9pp | 67.6%+8.5pp |
| Annual return | 26.93% | 18.09%+8.8pp | 294.80%-267.9pp | 35.62%-8.7pp |
| Employer contribution / active EE | $2,666 | $2,288+16.5% | $3,950-32.5% | $2,756-3.3% |
| Participant deferral / active EE | $5,051 | $4,408+14.6% | $6,276-19.5% | $4,297+17.6% |
| Admin fee / account holder | $45 | $7,164-99.4% | $10,362-99.6% | $6,935-99.3% |