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 6-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 | $15,949 | $172,111-90.7% | $150,298-89.4% | $137,256-88.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.25% | 69.37%-48.1pp | 62.79%-41.5pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,527 | $4,636-67.1% | $4,154-63.2% | $4,156-63.3% |
| Participant deferral / active EE | $2,468 | $6,166-60.0% | $5,453-54.7% | $6,407-61.5% |
| Admin fee / account holder | $15 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |