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 | $86,858 | $183,592-52.7% | $155,567-44.2% | $145,959-40.5% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 13.99% | 61.24%-47.2pp | 64.74%-50.7pp | 561.95%-548.0pp |
| Employer contribution / active EE | $2,432 | $5,315-54.2% | $4,674-48.0% | $4,661-47.8% |
| Participant deferral / active EE | $6,959 | $6,464+7.7% | $5,628+23.7% | $6,689+4.0% |
| Admin fee / account holder | $168 | $19,318-99.1% | $15,916-98.9% | $13,398-98.7% |