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 | $25,011 | $102,245-75.5% | $89,340-72.0% | $137,256-81.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.91% | 21.89%-9.0pp | 20.57%-7.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,588 | $2,529-37.2% | $2,231-28.9% | $4,156-61.8% |
| Participant deferral / active EE | $2,371 | $4,436-46.6% | $3,823-38.0% | $6,407-63.0% |
| Admin fee / account holder | $140 | $8,085-98.3% | $6,704-97.9% | $12,270-98.9% |