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 | $52,956 | $97,125-45.5% | $86,233-38.6% | $137,256-61.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 29.51% | 74.19%-44.7pp | 61.39%-31.9pp | 220.34%-190.8pp |
| Employer contribution / active EE | $5,800 | $2,841+104.1% | $2,504+131.6% | $4,156+39.6% |
| Participant deferral / active EE | $5,800 | $5,180+12.0% | $4,559+27.2% | $6,407-9.5% |
| Admin fee / account holder | $20 | $9,725-99.8% | $8,342-99.8% | $12,270-99.8% |