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 | $99,152 | $111,535-11.1% | $105,223-5.8% | $137,256-27.8% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 12.92% | 237.85%-224.9pp | 180.65%-167.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,928 | $3,939-51.1% | $3,689-47.7% | $4,156-53.6% |
| Participant deferral / active EE | $8,293 | $5,500+50.8% | $5,072+63.5% | $6,407+29.4% |
| Admin fee / account holder | $76 | $9,721-99.2% | $8,859-99.1% | $12,270-99.4% |