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 | $119,409 | $183,592-35.0% | $155,567-23.2% | $145,959-18.2% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 24.00% | 61.24%-37.2pp | 64.74%-40.7pp | 561.95%-538.0pp |
| Employer contribution / active EE | $1,921 | $5,315-63.9% | $4,674-58.9% | $4,661-58.8% |
| Participant deferral / active EE | $4,141 | $6,464-35.9% | $5,628-26.4% | $6,689-38.1% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |