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 5-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 | $23,224 | $109,904-78.9% | $97,167-76.1% | $145,959-84.1% |
| Participation rate | 77.8% | 75.9%+1.8pp | 72.7%+5.1pp | 80.3%-2.5pp |
| Annual return | 13.19% | 243.43%-230.2pp | 75.27%-62.1pp | 561.95%-548.8pp |
| Employer contribution / active EE | $1,278 | $3,084-58.6% | $2,729-53.2% | $4,661-72.6% |
| Participant deferral / active EE | $2,506 | $4,676-46.4% | $4,264-41.2% | $6,689-62.5% |
| Admin fee / account holder | $207 | $6,216-96.7% | $5,650-96.3% | $13,398-98.5% |