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 7-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 | $8,942 | $56,060-84.0% | $76,002-88.2% | $80,874-88.9% |
| Participation rate | 70.5% | 62.0%+8.4pp | 69.1%+1.4pp | 67.6%+2.8pp |
| Annual return | 17.91% | 20.54%-2.6pp | 360.07%-342.2pp | 35.62%-17.7pp |
| Employer contribution / active EE | $1,585 | $1,873-15.4% | $2,688-41.1% | $2,756-42.5% |
| Participant deferral / active EE | $1,920 | $3,051-37.1% | $4,257-54.9% | $4,297-55.3% |
| Admin fee / account holder | $132 | $5,237-97.5% | $6,414-97.9% | $6,935-98.1% |