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 3-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 | $29,283 | $112,729-74.0% | $98,716-70.3% | $137,256-78.7% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.3%+19.6pp | 80.0%+8.9pp |
| Annual return | 18.25% | 38.48%-20.2pp | 31.81%-13.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $883 | $2,725-67.6% | $2,279-61.2% | $4,156-78.7% |
| Participant deferral / active EE | $4,076 | $4,640-12.2% | $4,048+0.7% | $6,407-36.4% |
| Admin fee / account holder | $148 | $10,129-98.5% | $8,703-98.3% | $12,270-98.8% |