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 5-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 | $7,057 | $72,071-90.2% | $68,368-89.7% | $137,256-94.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.55% | 353.14%-332.6pp | 292.57%-272.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $662 | $2,788-76.3% | $2,649-75.0% | $4,156-84.1% |
| Participant deferral / active EE | $1,248 | $4,410-71.7% | $4,123-69.7% | $6,407-80.5% |
| Admin fee / account holder | $27 | $5,336-99.5% | $5,150-99.5% | $12,270-99.8% |