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 3-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 | $31,722 | $100,970-68.6% | $96,576-67.2% | $137,256-76.9% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 21.61% | 38.16%-16.6pp | 38.47%-16.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $2,488 | $3,809-34.7% | $3,553-30.0% | $4,156-40.1% |
| Participant deferral / active EE | $5,285 | $8,286-36.2% | $7,956-33.6% | $6,407-17.5% |
| Admin fee / account holder | $84 | $11,312-99.3% | $11,381-99.3% | $12,270-99.3% |