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 | $5,391 | $149,040-96.4% | $120,225-95.5% | $137,256-96.1% |
| Participation rate | 85.7% | 75.4%+10.3pp | 69.6%+16.1pp | 80.0%+5.8pp |
| Annual return | 38.44% | 605.68%-567.2pp | 439.23%-400.8pp | 220.34%-181.9pp |
| Employer contribution / active EE | $106 | $4,350-97.6% | $3,475-97.0% | $4,156-97.5% |
| Participant deferral / active EE | $2,528 | $4,655-45.7% | $3,999-36.8% | $6,407-60.5% |
| Admin fee / account holder | $19 | $6,348-99.7% | $5,696-99.7% | $12,270-99.8% |