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 | $11,551 | $111,535-89.6% | $105,223-89.0% | $137,256-91.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 0.00% | 237.85%-237.9pp | 180.65%-180.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $2,350 | $3,939-40.3% | $3,689-36.3% | $4,156-43.4% |
| Participant deferral / active EE | $6,350 | $5,500+15.4% | $5,072+25.2% | $6,407-0.9% |
| Admin fee / account holder | $10 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |