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 10-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 | $43,707 | $72,071-39.4% | $68,368-36.1% | $137,256-68.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.37% | 353.14%-334.8pp | 292.57%-274.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $5,298 | $2,788+90.0% | $2,649+100.0% | $4,156+27.5% |
| Participant deferral / active EE | $6,382 | $4,410+44.7% | $4,123+54.8% | $6,407-0.4% |
| Admin fee / account holder | $198 | $5,336-96.3% | $5,150-96.2% | $12,270-98.4% |