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 | $48,997 | $161,352-69.6% | $134,172-63.5% | $137,256-64.3% |
| Participation rate | 92.3% | 78.3%+14.0pp | 72.5%+19.8pp | 80.0%+12.3pp |
| Annual return | 20.02% | 28.72%-8.7pp | 25.30%-5.3pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,243 | $4,099-45.3% | $3,420-34.4% | $4,156-46.0% |
| Participant deferral / active EE | $3,777 | $5,552-32.0% | $4,690-19.5% | $6,407-41.0% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |