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 | $68,384 | $111,535-38.7% | $105,223-35.0% | $137,256-50.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.33% | 237.85%-217.5pp | 180.65%-160.3pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,295 | $3,939-67.1% | $3,689-64.9% | $4,156-68.9% |
| Participant deferral / active EE | $8,584 | $5,500+56.1% | $5,072+69.3% | $6,407+34.0% |
| Admin fee / account holder | $12 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |