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 | $40,389 | $111,814-63.9% | $103,374-60.9% | $145,959-72.3% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 14.54% | 24.77%-10.2pp | 24.89%-10.3pp | 561.95%-547.4pp |
| Employer contribution / active EE | $1,229 | $4,214-70.8% | $3,869-68.3% | $4,661-73.6% |
| Participant deferral / active EE | $4,264 | $5,618-24.1% | $5,058-15.7% | $6,689-36.3% |
| Admin fee / account holder | $183 | $9,754-98.1% | $8,394-97.8% | $13,398-98.6% |