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 | $83,046 | $111,814-25.7% | $93,654-11.3% | $145,959-43.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.75% | 203.30%-186.5pp | 133.34%-116.6pp | 561.95%-545.2pp |
| Employer contribution / active EE | $1,461 | $3,092-52.7% | $2,421-39.6% | $4,661-68.7% |
| Participant deferral / active EE | $1,927 | $4,914-60.8% | $4,413-56.3% | $6,689-71.2% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |