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 | $35,110 | $72,071-51.3% | $68,368-48.6% | $137,256-74.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.37% | 353.14%-335.8pp | 292.57%-275.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,131 | $2,788-59.4% | $2,649-57.3% | $4,156-72.8% |
| Participant deferral / active EE | $3,623 | $4,410-17.8% | $4,123-12.1% | $6,407-43.5% |
| Admin fee / account holder | $42 | $5,336-99.2% | $5,150-99.2% | $12,270-99.7% |