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 | $84,284 | $183,592-54.1% | $155,567-45.8% | $145,959-42.3% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 13.50% | 61.24%-47.7pp | 64.74%-51.2pp | 561.95%-548.4pp |
| Employer contribution / active EE | $9,143 | $5,315+72.0% | $4,674+95.6% | $4,661+96.2% |
| Participant deferral / active EE | $12,022 | $6,464+86.0% | $5,628+113.6% | $6,689+79.7% |
| Admin fee / account holder | $37 | $19,318-99.8% | $15,916-99.8% | $13,398-99.7% |