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 | $94,536 | $150,197-37.1% | $120,368-21.5% | $145,959-35.2% |
| Participation rate | 70.0% | 78.8%-8.8pp | 71.9%-1.9pp | 80.3%-10.3pp |
| Annual return | 15.84% | 154.26%-138.4pp | 107.26%-91.4pp | 561.95%-546.1pp |
| Employer contribution / active EE | $2,754 | $4,350-36.7% | $3,465-20.5% | $4,661-40.9% |
| Participant deferral / active EE | $8,193 | $6,174+32.7% | $4,991+64.1% | $6,689+22.5% |
| Admin fee / account holder | $0 | $12,216-100.0% | $9,429-100.0% | $13,398-100.0% |