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 | $59,381 | $159,934-62.9% | $147,005-59.6% | $145,959-59.3% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.2%-0.9pp | 80.3%+1.0pp |
| Annual return | 15.53% | 98.24%-82.7pp | 418.76%-403.2pp | 561.95%-546.4pp |
| Employer contribution / active EE | $4,226 | $5,287-20.1% | $4,934-14.3% | $4,661-9.3% |
| Participant deferral / active EE | $5,790 | $8,427-31.3% | $8,070-28.2% | $6,689-13.4% |
| Admin fee / account holder | $4 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |