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 | $73,647 | $209,336-64.8% | $197,124-62.6% | $137,256-46.3% |
| Participation rate | 84.6% | 87.3%-2.7pp | 86.7%-2.1pp | 80.0%+4.7pp |
| Annual return | 13.96% | 48.09%-34.1pp | 44.34%-30.4pp | 220.34%-206.4pp |
| Employer contribution / active EE | $3,282 | $6,591-50.2% | $6,227-47.3% | $4,156-21.0% |
| Participant deferral / active EE | $4,256 | $9,614-55.7% | $9,135-53.4% | $6,407-33.6% |
| Admin fee / account holder | $8 | $17,308-100.0% | $16,298-100.0% | $12,270-99.9% |