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 | $101,742 | $172,111-40.9% | $150,298-32.3% | $137,256-25.9% |
| Participation rate | 72.7% | 81.7%-9.0pp | 77.8%-5.0pp | 80.0%-7.2pp |
| Annual return | 16.60% | 69.37%-52.8pp | 62.79%-46.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $997 | $4,636-78.5% | $4,154-76.0% | $4,156-76.0% |
| Participant deferral / active EE | $4,975 | $6,166-19.3% | $5,453-8.8% | $6,407-22.3% |
| Admin fee / account holder | $293 | $16,471-98.2% | $14,116-97.9% | $12,270-97.6% |