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 | $88,305 | $180,749-51.1% | $160,784-45.1% | $137,256-35.7% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 17.94% | 2234.46%-2216.5pp | 1803.92%-1786.0pp | 220.34%-202.4pp |
| Employer contribution / active EE | $515 | $4,155-87.6% | $3,733-86.2% | $4,156-87.6% |
| Participant deferral / active EE | $3,388 | $6,844-50.5% | $6,293-46.2% | $6,407-47.1% |
| Admin fee / account holder | $199 | $10,397-98.1% | $9,717-98.0% | $12,270-98.4% |