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 | $1,702 | $67,823-97.5% | $52,425-96.8% | $137,256-98.8% |
| Participation rate | 85.7% | 63.9%+21.8pp | 55.6%+30.1pp | 80.0%+5.8pp |
| Annual return | 22.87% | 219.11%-196.2pp | 302.12%-279.3pp | 220.34%-197.5pp |
| Employer contribution / active EE | $11 | $1,163-99.0% | $914-98.8% | $4,156-99.7% |
| Participant deferral / active EE | $677 | $2,288-70.4% | $1,790-62.2% | $6,407-89.4% |
| Admin fee / account holder | $19 | $2,844-99.3% | $2,495-99.2% | $12,270-99.8% |