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 | $13,125 | $76,785-82.9% | $56,441-76.7% | $145,959-91.0% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | 11.24% | 3000.51%-2989.3pp | 1704.21%-1693.0pp | 561.95%-550.7pp |
| Employer contribution / active EE | $2,558 | $1,381+85.3% | $1,039+146.2% | $4,661-45.1% |
| Participant deferral / active EE | $2,442 | $2,624-6.9% | $1,953+25.0% | $6,689-63.5% |
| Admin fee / account holder | $165 | $3,334-95.1% | $2,829-94.2% | $13,398-98.8% |