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 | $39,587 | $159,934-75.2% | $147,005-73.1% | $145,959-72.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 17.78% | 98.24%-80.5pp | 418.76%-401.0pp | 561.95%-544.2pp |
| Employer contribution / active EE | $2,878 | $5,287-45.6% | $4,934-41.7% | $4,661-38.2% |
| Participant deferral / active EE | $4,974 | $8,427-41.0% | $8,070-38.4% | $6,689-25.6% |
| Admin fee / account holder | $282 | $15,053-98.1% | $13,006-97.8% | $13,398-97.9% |