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 | $71,702 | $159,934-55.2% | $147,005-51.2% | $145,959-50.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 17.52% | 98.24%-80.7pp | 418.76%-401.2pp | 561.95%-544.4pp |
| Employer contribution / active EE | $2,120 | $5,287-59.9% | $4,934-57.0% | $4,661-54.5% |
| Participant deferral / active EE | $4,085 | $8,427-51.5% | $8,070-49.4% | $6,689-38.9% |
| Admin fee / account holder | $99 | $15,053-99.3% | $13,006-99.2% | $13,398-99.3% |