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 5-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 | $11,104 | $112,729-90.2% | $98,716-88.8% | $137,256-91.9% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.3%+24.5pp | 80.0%+13.8pp |
| Annual return | 26.59% | 38.48%-11.9pp | 31.81%-5.2pp | 220.34%-193.8pp |
| Employer contribution / active EE | $1,706 | $2,725-37.4% | $2,279-25.1% | $4,156-58.9% |
| Participant deferral / active EE | $3,293 | $4,640-29.0% | $4,048-18.7% | $6,407-48.6% |
| Admin fee / account holder | $30 | $10,129-99.7% | $8,703-99.7% | $12,270-99.8% |