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 | $20,519 | $112,729-81.8% | $98,716-79.2% | $137,256-85.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 20.74% | 38.48%-17.7pp | 31.81%-11.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,078 | $2,725-60.4% | $2,279-52.7% | $4,156-74.1% |
| Participant deferral / active EE | $2,350 | $4,640-49.4% | $4,048-41.9% | $6,407-63.3% |
| Admin fee / account holder | $275 | $10,129-97.3% | $8,703-96.8% | $12,270-97.8% |