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 | $34,953 | $72,071-51.5% | $68,368-48.9% | $137,256-74.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.56% | 353.14%-339.6pp | 292.57%-279.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,872 | $2,788-32.8% | $2,649-29.3% | $4,156-55.0% |
| Participant deferral / active EE | $5,256 | $4,410+19.2% | $4,123+27.5% | $6,407-18.0% |
| Admin fee / account holder | $137 | $5,336-97.4% | $5,150-97.3% | $12,270-98.9% |