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 5-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 | $17,630 | $149,040-88.2% | $120,225-85.3% | $137,256-87.2% |
| Participation rate | 90.9% | 75.4%+15.5pp | 69.6%+21.3pp | 80.0%+10.9pp |
| Annual return | 17.67% | 605.68%-588.0pp | 439.23%-421.6pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,437 | $4,350-67.0% | $3,475-58.6% | $4,156-65.4% |
| Participant deferral / active EE | $1,994 | $4,655-57.2% | $3,999-50.1% | $6,407-68.9% |
| Admin fee / account holder | $113 | $6,348-98.2% | $5,696-98.0% | $12,270-99.1% |