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 | $135,818 | $76,407+77.8% | $150,298-9.6% | $82,448+64.7% |
| Participation rate | 81.5% | 66.4%+15.1pp | 77.8%+3.8pp | 68.1%+13.5pp |
| Annual return | 20.07% | 39.99%-19.9pp | 62.79%-42.7pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,894 | $2,614-27.5% | $4,154-54.4% | $2,551-25.8% |
| Participant deferral / active EE | $3,450 | $3,214+7.3% | $5,453-36.7% | $4,139-16.6% |
| Admin fee / account holder | $249 | $6,352-96.1% | $14,116-98.2% | $7,234-96.6% |