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 | $38,789 | $117,859-67.1% | $102,438-62.1% | $145,959-73.4% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 12.70% | 31.72%-19.0pp | 29.37%-16.7pp | 561.95%-549.3pp |
| Employer contribution / active EE | $2,204 | $3,615-39.0% | $3,024-27.1% | $4,661-52.7% |
| Participant deferral / active EE | $3,556 | $5,732-38.0% | $5,054-29.6% | $6,689-46.8% |
| Admin fee / account holder | $129 | $13,318-99.0% | $9,448-98.6% | $13,398-99.0% |