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 | $28,104 | $72,071-61.0% | $68,368-58.9% | $137,256-79.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.42% | 353.14%-335.7pp | 292.57%-275.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $460 | $2,788-83.5% | $2,649-82.7% | $4,156-88.9% |
| Participant deferral / active EE | $3,738 | $4,410-15.2% | $4,123-9.3% | $6,407-41.7% |
| Admin fee / account holder | $181 | $5,336-96.6% | $5,150-96.5% | $12,270-98.5% |