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 | $54,645 | $172,111-68.3% | $150,298-63.6% | $137,256-60.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.87% | 69.37%-48.5pp | 62.79%-41.9pp | 220.34%-199.5pp |
| Employer contribution / active EE | $2,040 | $4,636-56.0% | $4,154-50.9% | $4,156-50.9% |
| Participant deferral / active EE | $3,581 | $6,166-41.9% | $5,453-34.3% | $6,407-44.1% |
| Admin fee / account holder | $103 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |