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 | $13,256 | $149,040-91.1% | $120,225-89.0% | $137,256-90.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 20.59% | 605.68%-585.1pp | 439.23%-418.6pp | 220.34%-199.7pp |
| Employer contribution / active EE | $8,702 | $4,350+100.0% | $3,475+150.4% | $4,156+109.4% |
| Participant deferral / active EE | $6,735 | $4,655+44.7% | $3,999+68.4% | $6,407+5.1% |
| Admin fee / account holder | $67 | $6,348-98.9% | $5,696-98.8% | $12,270-99.5% |