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 | $29,130 | $180,749-83.9% | $160,784-81.9% | $137,256-78.8% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 19.83% | 2234.46%-2214.6pp | 1803.92%-1784.1pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,978 | $4,155-52.4% | $3,733-47.0% | $4,156-52.4% |
| Participant deferral / active EE | $3,349 | $6,844-51.1% | $6,293-46.8% | $6,407-47.7% |
| Admin fee / account holder | $201 | $10,397-98.1% | $9,717-97.9% | $12,270-98.4% |