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 6-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 | $59,829 | $201,259-70.3% | $184,200-67.5% | $145,959-59.0% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 13.25% | 28.98%-15.7pp | 28.80%-15.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $4,396 | $7,018-37.4% | $6,424-31.6% | $4,661-5.7% |
| Participant deferral / active EE | $4,711 | $9,806-52.0% | $9,132-48.4% | $6,689-29.6% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |