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 3-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 | $13,140 | $68,097-80.7% | $62,929-79.1% | $137,256-90.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 23.81% | 1859.11%-1835.3pp | 1063.93%-1040.1pp | 220.34%-196.5pp |
| Employer contribution / active EE | $2,289 | $2,811-18.6% | $2,505-8.6% | $4,156-44.9% |
| Participant deferral / active EE | $3,052 | $4,553-33.0% | $3,888-21.5% | $6,407-52.4% |
| Admin fee / account holder | $23 | $6,521-99.7% | $5,065-99.5% | $12,270-99.8% |