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 | $145,301 | $159,934-9.1% | $147,005-1.2% | $145,959-0.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 15.04% | 98.24%-83.2pp | 418.76%-403.7pp | 561.95%-546.9pp |
| Employer contribution / active EE | $2,209 | $5,287-58.2% | $4,934-55.2% | $4,661-52.6% |
| Participant deferral / active EE | $9,943 | $8,427+18.0% | $8,070+23.2% | $6,689+48.7% |
| Admin fee / account holder | $25 | $15,053-99.8% | $13,006-99.8% | $13,398-99.8% |