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 | $4,243 | $29,319-85.5% | $52,425-91.9% | $82,448-94.9% |
| Participation rate | 74.4% | 46.9%+27.5pp | 55.6%+18.7pp | 68.1%+6.3pp |
| Annual return | 27.27% | 535.20%-507.9pp | 302.12%-274.9pp | 41.64%-14.4pp |
| Employer contribution / active EE | $537 | $586-8.4% | $914-41.2% | $2,551-78.9% |
| Participant deferral / active EE | $1,438 | $1,171+22.8% | $1,790-19.7% | $4,139-65.3% |
| Admin fee / account holder | $10 | $1,962-99.5% | $2,495-99.6% | $7,234-99.9% |