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 7-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 | $57,200 | $154,228-62.9% | $145,433-60.7% | $137,256-58.3% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 20.47% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $3,051 | $4,804-36.5% | $4,554-33.0% | $4,156-26.6% |
| Participant deferral / active EE | $5,689 | $8,216-30.8% | $7,897-28.0% | $6,407-11.2% |
| Admin fee / account holder | $72 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |