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 | $12,644 | $100,970-87.5% | $96,576-86.9% | $137,256-90.8% |
| Participation rate | 73.3% | 82.6%-9.3pp | 81.4%-8.1pp | 80.0%-6.6pp |
| Annual return | 20.29% | 38.16%-17.9pp | 38.47%-18.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,455 | $3,809-61.8% | $3,553-59.0% | $4,156-65.0% |
| Participant deferral / active EE | $3,448 | $8,286-58.4% | $7,956-56.7% | $6,407-46.2% |
| Admin fee / account holder | $201 | $11,312-98.2% | $11,381-98.2% | $12,270-98.4% |