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 | $29,920 | $111,535-73.2% | $105,223-71.6% | $137,256-78.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 27.32% | 237.85%-210.5pp | 180.65%-153.3pp | 220.34%-193.0pp |
| Employer contribution / active EE | $2,442 | $3,939-38.0% | $3,689-33.8% | $4,156-41.2% |
| Participant deferral / active EE | $6,701 | $5,500+21.8% | $5,072+32.1% | $6,407+4.6% |
| Admin fee / account holder | $139 | $9,721-98.6% | $8,859-98.4% | $12,270-98.9% |