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 | $24,134 | $111,535-78.4% | $105,223-77.1% | $137,256-82.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.13% | 237.85%-216.7pp | 180.65%-159.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,357 | $3,939-65.6% | $3,689-63.2% | $4,156-67.3% |
| Participant deferral / active EE | $8,545 | $5,500+55.4% | $5,072+68.5% | $6,407+33.4% |
| Admin fee / account holder | $181 | $9,721-98.1% | $8,859-98.0% | $12,270-98.5% |