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 7-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 | $18,646 | $72,071-74.1% | $68,368-72.7% | $137,256-86.4% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 15.16% | 353.14%-338.0pp | 292.57%-277.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,415 | $2,788-49.2% | $2,649-46.6% | $4,156-66.0% |
| Participant deferral / active EE | $2,516 | $4,410-42.9% | $4,123-39.0% | $6,407-60.7% |
| Admin fee / account holder | $172 | $5,336-96.8% | $5,150-96.7% | $12,270-98.6% |