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 7-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 | $18,389 | $149,040-87.7% | $120,225-84.7% | $137,256-86.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 20.48% | 605.68%-585.2pp | 439.23%-418.7pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,747 | $4,350-59.8% | $3,475-49.7% | $4,156-58.0% |
| Participant deferral / active EE | $1,750 | $4,655-62.4% | $3,999-56.2% | $6,407-72.7% |
| Admin fee / account holder | $38 | $6,348-99.4% | $5,696-99.3% | $12,270-99.7% |