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 | $14,968 | $76,785-80.5% | $56,441-73.5% | $145,959-89.7% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+18.9pp | 80.3%-8.9pp |
| Annual return | 17.07% | 3000.51%-2983.4pp | 1704.21%-1687.1pp | 561.95%-544.9pp |
| Employer contribution / active EE | $1,667 | $1,381+20.7% | $1,039+60.4% | $4,661-64.2% |
| Participant deferral / active EE | $3,187 | $2,624+21.5% | $1,953+63.2% | $6,689-52.3% |
| Admin fee / account holder | $20 | $3,334-99.4% | $2,829-99.3% | $13,398-99.9% |