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 8-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 | $5,688 | $88,710-93.6% | $81,783-93.0% | $145,959-96.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.4%+13.4pp | 80.3%+5.4pp |
| Annual return | 26.65% | 1027.26%-1000.6pp | 775.05%-748.4pp | 561.95%-535.3pp |
| Employer contribution / active EE | $934 | $3,083-69.7% | $2,913-67.9% | $4,661-80.0% |
| Participant deferral / active EE | $1,106 | $4,645-76.2% | $4,320-74.4% | $6,689-83.5% |
| Admin fee / account holder | $89 | $8,407-98.9% | $7,380-98.8% | $13,398-99.3% |