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 | $5,185 | $72,071-92.8% | $68,368-92.4% | $137,256-96.2% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 25.48% | 353.14%-327.7pp | 292.57%-267.1pp | 220.34%-194.9pp |
| Employer contribution / active EE | $706 | $2,788-74.7% | $2,649-73.4% | $4,156-83.0% |
| Participant deferral / active EE | $1,844 | $4,410-58.2% | $4,123-55.3% | $6,407-71.2% |
| Admin fee / account holder | $146 | $5,336-97.3% | $5,150-97.2% | $12,270-98.8% |