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 | $17,406 | $111,535-84.4% | $105,223-83.5% | $137,256-87.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 30.14% | 237.85%-207.7pp | 180.65%-150.5pp | 220.34%-190.2pp |
| Employer contribution / active EE | $3,075 | $3,939-21.9% | $3,689-16.6% | $4,156-26.0% |
| Participant deferral / active EE | $11,032 | $5,500+100.6% | $5,072+117.5% | $6,407+72.2% |
| Admin fee / account holder | $13 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |