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 7-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 | $63,097 | $172,111-63.3% | $150,298-58.0% | $137,256-54.0% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 22.57% | 69.37%-46.8pp | 62.79%-40.2pp | 220.34%-197.8pp |
| Employer contribution / active EE | $2,092 | $4,636-54.9% | $4,154-49.6% | $4,156-49.7% |
| Participant deferral / active EE | $6,018 | $6,166-2.4% | $5,453+10.4% | $6,407-6.1% |
| Admin fee / account holder | $191 | $16,471-98.8% | $14,116-98.6% | $12,270-98.4% |