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 | $24,242 | $97,125-75.0% | $86,233-71.9% | $137,256-82.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 21.67% | 74.19%-52.5pp | 61.39%-39.7pp | 220.34%-198.7pp |
| Employer contribution / active EE | $4,764 | $2,841+67.7% | $2,504+90.2% | $4,156+14.6% |
| Participant deferral / active EE | $8,273 | $5,180+59.7% | $4,559+81.5% | $6,407+29.1% |
| Admin fee / account holder | $80 | $9,725-99.2% | $8,342-99.0% | $12,270-99.4% |