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 | $24,653 | $111,535-77.9% | $105,223-76.6% | $137,256-82.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 22.27% | 237.85%-215.6pp | 180.65%-158.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $3,135 | $3,939-20.4% | $3,689-15.0% | $4,156-24.6% |
| Participant deferral / active EE | $6,329 | $5,500+15.1% | $5,072+24.8% | $6,407-1.2% |
| Admin fee / account holder | $218 | $9,721-97.8% | $8,859-97.5% | $12,270-98.2% |