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 | $22,326 | $72,071-69.0% | $68,368-67.3% | $137,256-83.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 16.70% | 353.14%-336.4pp | 292.57%-275.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,921 | $2,788-31.1% | $2,649-27.5% | $4,156-53.8% |
| Participant deferral / active EE | $2,565 | $4,410-41.8% | $4,123-37.8% | $6,407-60.0% |
| Admin fee / account holder | $40 | $5,336-99.2% | $5,150-99.2% | $12,270-99.7% |