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 | $105,610 | $178,174-40.7% | $156,181-32.4% | $137,256-23.1% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 20.10% | 84.19%-64.1pp | 64.87%-44.8pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,858 | $4,972-62.6% | $4,294-56.7% | $4,156-55.3% |
| Participant deferral / active EE | $3,085 | $6,888-55.2% | $6,132-49.7% | $6,407-51.8% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |