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 | $62,344 | $81,233-23.3% | $155,567-59.9% | $80,874-22.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.72% | 33.33%-16.6pp | 64.74%-48.0pp | 35.62%-18.9pp |
| Employer contribution / active EE | $7,546 | $3,101+143.4% | $4,674+61.5% | $2,756+173.9% |
| Participant deferral / active EE | $4,762 | $3,452+37.9% | $5,628-15.4% | $4,297+10.8% |
| Admin fee / account holder | $36 | $7,998-99.6% | $15,916-99.8% | $6,935-99.5% |