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 | $70,741 | $166,020-57.4% | $164,866-57.1% | $145,959-51.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 15.17% | 100.08%-84.9pp | 69.97%-54.8pp | 561.95%-546.8pp |
| Employer contribution / active EE | $3,309 | $5,275-37.3% | $4,343-23.8% | $4,661-29.0% |
| Participant deferral / active EE | $8,266 | $6,961+18.7% | $6,033+37.0% | $6,689+23.6% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |