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 6-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 | $14,550 | $172,111-91.5% | $150,298-90.3% | $137,256-89.4% |
| Participation rate | 86.7% | 81.7%+5.0pp | 77.8%+8.9pp | 80.0%+6.7pp |
| Annual return | 21.19% | 69.37%-48.2pp | 62.79%-41.6pp | 220.34%-199.2pp |
| Employer contribution / active EE | $3,182 | $4,636-31.4% | $4,154-23.4% | $4,156-23.4% |
| Participant deferral / active EE | $3,207 | $6,166-48.0% | $5,453-41.2% | $6,407-49.9% |
| Admin fee / account holder | $127 | $16,471-99.2% | $14,116-99.1% | $12,270-99.0% |