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 9-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 | $80,522 | $117,859-31.7% | $102,438-21.4% | $145,959-44.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.70% | 31.72%-15.0pp | 29.37%-12.7pp | 561.95%-545.2pp |
| Employer contribution / active EE | $2,613 | $3,615-27.7% | $3,024-13.6% | $4,661-43.9% |
| Participant deferral / active EE | $6,097 | $5,732+6.4% | $5,054+20.6% | $6,689-8.8% |
| Admin fee / account holder | $117 | $13,318-99.1% | $9,448-98.8% | $13,398-99.1% |