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 | $66,311 | $183,592-63.9% | $155,567-57.4% | $145,959-54.6% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 9.97% | 61.24%-51.3pp | 64.74%-54.8pp | 561.95%-552.0pp |
| Employer contribution / active EE | $2,163 | $5,315-59.3% | $4,674-53.7% | $4,661-53.6% |
| Participant deferral / active EE | $4,587 | $6,464-29.0% | $5,628-18.5% | $6,689-31.4% |
| Admin fee / account holder | $117 | $19,318-99.4% | $15,916-99.3% | $13,398-99.1% |