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 5-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 | $11,488 | $72,396-84.1% | $67,511-83.0% | $145,959-92.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.22% | 7194.07%-7178.9pp | 3517.41%-3502.2pp | 561.95%-546.7pp |
| Employer contribution / active EE | $1,862 | $3,071-39.4% | $2,733-31.8% | $4,661-60.0% |
| Participant deferral / active EE | $4,156 | $4,781-13.1% | $4,000+3.9% | $6,689-37.9% |
| Admin fee / account holder | $95 | $5,538-98.3% | $3,999-97.6% | $13,398-99.3% |