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 | $13,134 | $101,618-87.1% | $93,063-85.9% | $137,256-90.4% |
| Participation rate | 90.5% | 74.9%+15.5pp | 72.1%+18.4pp | 80.0%+10.5pp |
| Annual return | 26.34% | 223.95%-197.6pp | 34.15%-7.8pp | 220.34%-194.0pp |
| Employer contribution / active EE | $1,927 | $2,707-28.8% | $2,476-22.2% | $4,156-53.6% |
| Participant deferral / active EE | $3,384 | $4,279-20.9% | $3,958-14.5% | $6,407-47.2% |
| Admin fee / account holder | $181 | $6,198-97.1% | $6,033-97.0% | $12,270-98.5% |