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 | $7,428 | $72,071-89.7% | $68,368-89.1% | $137,256-94.6% |
| Participation rate | 77.3% | 76.2%+1.0pp | 73.8%+3.5pp | 80.0%-2.7pp |
| Annual return | 21.96% | 353.14%-331.2pp | 292.57%-270.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,565 | $2,788-43.9% | $2,649-40.9% | $4,156-62.3% |
| Participant deferral / active EE | $1,682 | $4,410-61.9% | $4,123-59.2% | $6,407-73.8% |
| Admin fee / account holder | $290 | $5,336-94.6% | $5,150-94.4% | $12,270-97.6% |