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 9-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 | $21,625 | $67,823-68.1% | $52,425-58.7% | $137,256-84.2% |
| Participation rate | 90.0% | 63.9%+26.1pp | 55.6%+34.4pp | 80.0%+10.0pp |
| Annual return | 17.24% | 219.11%-201.9pp | 302.12%-284.9pp | 220.34%-203.1pp |
| Employer contribution / active EE | $532 | $1,163-54.3% | $914-41.8% | $4,156-87.2% |
| Participant deferral / active EE | $1,327 | $2,288-42.0% | $1,790-25.9% | $6,407-79.3% |
| Admin fee / account holder | $85 | $2,844-97.0% | $2,495-96.6% | $12,270-99.3% |