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 | $59,588 | $180,749-67.0% | $160,784-62.9% | $137,256-56.6% |
| Participation rate | 71.4% | 80.0%-8.5pp | 77.0%-5.5pp | 80.0%-8.5pp |
| Annual return | 21.80% | 2234.46%-2212.7pp | 1803.92%-1782.1pp | 220.34%-198.5pp |
| Employer contribution / active EE | $4,553 | $4,155+9.6% | $3,733+22.0% | $4,156+9.5% |
| Participant deferral / active EE | $7,897 | $6,844+15.4% | $6,293+25.5% | $6,407+23.3% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |