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 | $13,334 | $111,535-88.0% | $105,223-87.3% | $137,256-90.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 24.97% | 237.85%-212.9pp | 180.65%-155.7pp | 220.34%-195.4pp |
| Employer contribution / active EE | $878 | $3,939-77.7% | $3,689-76.2% | $4,156-78.9% |
| Participant deferral / active EE | $2,443 | $5,500-55.6% | $5,072-51.8% | $6,407-61.9% |
| Admin fee / account holder | $26 | $9,721-99.7% | $8,859-99.7% | $12,270-99.8% |