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 8-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 | $56,122 | $117,859-52.4% | $102,438-45.2% | $145,959-61.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.05% | 31.72%-21.7pp | 29.37%-19.3pp | 561.95%-551.9pp |
| Employer contribution / active EE | $3,203 | $3,615-11.4% | $3,024+5.9% | $4,661-31.3% |
| Participant deferral / active EE | $4,452 | $5,732-22.3% | $5,054-11.9% | $6,689-33.4% |
| Admin fee / account holder | $33 | $13,318-99.7% | $9,448-99.6% | $13,398-99.8% |