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 | $70,719 | $149,040-52.6% | $120,225-41.2% | $137,256-48.5% |
| Participation rate | 71.4% | 75.4%-4.0pp | 69.6%+1.9pp | 80.0%-8.5pp |
| Annual return | 14.57% | 605.68%-591.1pp | 439.23%-424.7pp | 220.34%-205.8pp |
| Employer contribution / active EE | $4,077 | $4,350-6.3% | $3,475+17.3% | $4,156-1.9% |
| Participant deferral / active EE | $4,763 | $4,655+2.3% | $3,999+19.1% | $6,407-25.7% |
| Admin fee / account holder | $283 | $6,348-95.5% | $5,696-95.0% | $12,270-97.7% |