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 3-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 | $45,116 | $180,749-75.0% | $160,784-71.9% | $137,256-67.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.53% | 2234.46%-2216.9pp | 1803.92%-1786.4pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,562 | $4,155-62.4% | $3,733-58.2% | $4,156-62.4% |
| Participant deferral / active EE | $6,567 | $6,844-4.0% | $6,293+4.4% | $6,407+2.5% |
| Admin fee / account holder | $116 | $10,397-98.9% | $9,717-98.8% | $12,270-99.1% |