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 | $30,190 | $47,479-36.4% | $62,929-52.0% | $82,448-63.4% |
| Participation rate | 93.8% | 66.9%+26.9pp | 73.1%+20.6pp | 68.1%+25.7pp |
| Annual return | 12.13% | 20.34%-8.2pp | 1063.93%-1051.8pp | 41.64%-29.5pp |
| Employer contribution / active EE | $2,997 | $1,885+58.9% | $2,505+19.6% | $2,551+17.5% |
| Participant deferral / active EE | $4,495 | $2,870+56.6% | $3,888+15.6% | $4,139+8.6% |
| Admin fee / account holder | $178 | $3,804-95.3% | $5,065-96.5% | $7,234-97.5% |