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 4-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 | $34,479 | $111,535-69.1% | $105,223-67.2% | $137,256-74.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.30% | 237.85%-225.6pp | 180.65%-168.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,363 | $3,939-40.0% | $3,689-35.9% | $4,156-43.1% |
| Participant deferral / active EE | $7,805 | $5,500+41.9% | $5,072+53.9% | $6,407+21.8% |
| Admin fee / account holder | $292 | $9,721-97.0% | $8,859-96.7% | $12,270-97.6% |