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 7-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 | $22,623 | $88,710-74.5% | $81,783-72.3% | $145,959-84.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.40% | 1027.26%-1012.9pp | 775.05%-760.6pp | 561.95%-547.5pp |
| Employer contribution / active EE | $2,282 | $3,083-26.0% | $2,913-21.6% | $4,661-51.0% |
| Participant deferral / active EE | $6,424 | $4,645+38.3% | $4,320+48.7% | $6,689-4.0% |
| Admin fee / account holder | $8 | $8,407-99.9% | $7,380-99.9% | $13,398-99.9% |