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 8-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 | $33,580 | $99,921-66.4% | $85,009-60.5% | $145,959-77.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.47% | 83.89%-72.4pp | 66.47%-55.0pp | 561.95%-550.5pp |
| Employer contribution / active EE | $1,558 | $3,233-51.8% | $2,728-42.9% | $4,661-66.6% |
| Participant deferral / active EE | $2,337 | $5,293-55.9% | $4,522-48.3% | $6,689-65.1% |
| Admin fee / account holder | $203 | $7,252-97.2% | $6,153-96.7% | $13,398-98.5% |