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 | $26,577 | $100,970-73.7% | $96,576-72.5% | $137,256-80.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.60% | 38.16%-16.6pp | 38.47%-16.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $3,673 | $3,809-3.6% | $3,553+3.4% | $4,156-11.6% |
| Participant deferral / active EE | $6,040 | $8,286-27.1% | $7,956-24.1% | $6,407-5.7% |
| Admin fee / account holder | $117 | $11,312-99.0% | $11,381-99.0% | $12,270-99.0% |