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 | $12,058 | $51,638-76.6% | $68,368-82.4% | $82,448-85.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 16.05% | 37.53%-21.5pp | 292.57%-276.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $416 | $2,047-79.7% | $2,649-84.3% | $2,551-83.7% |
| Participant deferral / active EE | $1,734 | $2,914-40.5% | $4,123-57.9% | $4,139-58.1% |
| Admin fee / account holder | $182 | $4,643-96.1% | $5,150-96.5% | $7,234-97.5% |