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 5-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 | $5,316 | $72,071-92.6% | $68,368-92.2% | $137,256-96.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 26.16% | 353.14%-327.0pp | 292.57%-266.4pp | 220.34%-194.2pp |
| Employer contribution / active EE | $433 | $2,788-84.5% | $2,649-83.6% | $4,156-89.6% |
| Participant deferral / active EE | $2,023 | $4,410-54.1% | $4,123-50.9% | $6,407-68.4% |
| Admin fee / account holder | $33 | $5,336-99.4% | $5,150-99.4% | $12,270-99.7% |