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 | $21,093 | $117,859-82.1% | $102,438-79.4% | $145,959-85.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 13.74% | 31.72%-18.0pp | 29.37%-15.6pp | 561.95%-548.2pp |
| Employer contribution / active EE | $5,599 | $3,615+54.9% | $3,024+85.2% | $4,661+20.1% |
| Participant deferral / active EE | $6,507 | $5,732+13.5% | $5,054+28.8% | $6,689-2.7% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |