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 4-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 | $23,320 | $72,071-67.6% | $68,368-65.9% | $137,256-83.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.41% | 353.14%-333.7pp | 292.57%-273.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,504 | $2,788-10.2% | $2,649-5.5% | $4,156-39.8% |
| Participant deferral / active EE | $2,504 | $4,410-43.2% | $4,123-39.3% | $6,407-60.9% |
| Admin fee / account holder | $47 | $5,336-99.1% | $5,150-99.1% | $12,270-99.6% |