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 6-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 | $7,324 | $72,071-89.8% | $68,368-89.3% | $137,256-94.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 19.74% | 353.14%-333.4pp | 292.57%-272.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,001 | $2,788-64.1% | $2,649-62.2% | $4,156-75.9% |
| Participant deferral / active EE | $2,266 | $4,410-48.6% | $4,123-45.0% | $6,407-64.6% |
| Admin fee / account holder | $112 | $5,336-97.9% | $5,150-97.8% | $12,270-99.1% |