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 6-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 | $12,437 | $72,071-82.7% | $68,368-81.8% | $137,256-90.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.07% | 353.14%-332.1pp | 292.57%-271.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $659 | $2,788-76.4% | $2,649-75.1% | $4,156-84.1% |
| Participant deferral / active EE | $4,425 | $4,410+0.3% | $4,123+7.3% | $6,407-30.9% |
| Admin fee / account holder | $99 | $5,336-98.1% | $5,150-98.1% | $12,270-99.2% |