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 | $98,397 | $72,071+36.5% | $68,368+43.9% | $137,256-28.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 22.02% | 353.14%-331.1pp | 292.57%-270.6pp | 220.34%-198.3pp |
| Employer contribution / active EE | $2,160 | $2,788-22.5% | $2,649-18.5% | $4,156-48.0% |
| Participant deferral / active EE | $2,660 | $4,410-39.7% | $4,123-35.5% | $6,407-58.5% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |