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 | $8,588 | $29,319-70.7% | $52,425-83.6% | $82,448-89.6% |
| Participation rate | 89.7% | 46.9%+42.8pp | 55.6%+34.0pp | 68.1%+21.6pp |
| Annual return | 26.79% | 535.20%-508.4pp | 302.12%-275.3pp | 41.64%-14.9pp |
| Employer contribution / active EE | $1,168 | $586+99.1% | $914+27.7% | $2,551-54.2% |
| Participant deferral / active EE | $3,018 | $1,171+157.6% | $1,790+68.6% | $4,139-27.1% |
| Admin fee / account holder | $251 | $1,962-87.2% | $2,495-89.9% | $7,234-96.5% |