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 | $77,857 | $108,912-28.5% | $100,383-22.4% | $145,959-46.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.52% | 57.96%-41.4pp | 49.26%-32.7pp | 561.95%-545.4pp |
| Employer contribution / active EE | $2,768 | $4,423-37.4% | $3,944-29.8% | $4,661-40.6% |
| Participant deferral / active EE | $2,471 | $8,451-70.8% | $8,086-69.4% | $6,689-63.1% |
| Admin fee / account holder | $264 | $9,690-97.3% | $7,900-96.7% | $13,398-98.0% |