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 4-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 | $31,445 | $172,111-81.7% | $150,298-79.1% | $137,256-77.1% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 20.12% | 69.37%-49.3pp | 62.79%-42.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,926 | $4,636-58.5% | $4,154-53.6% | $4,156-53.6% |
| Participant deferral / active EE | $4,456 | $6,166-27.7% | $5,453-18.3% | $6,407-30.4% |
| Admin fee / account holder | $232 | $16,471-98.6% | $14,116-98.4% | $12,270-98.1% |