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 | $47,608 | $76,407-37.7% | $150,298-68.3% | $82,448-42.3% |
| Participation rate | 73.8% | 66.4%+7.4pp | 77.8%-4.0pp | 68.1%+5.7pp |
| Annual return | 15.41% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,079 | $2,614-58.7% | $4,154-74.0% | $2,551-57.7% |
| Participant deferral / active EE | $2,812 | $3,214-12.5% | $5,453-48.4% | $4,139-32.1% |
| Admin fee / account holder | $276 | $6,352-95.7% | $14,116-98.0% | $7,234-96.2% |