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 | $7,677 | $72,071-89.3% | $68,368-88.8% | $137,256-94.4% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.0%+12.9pp |
| Annual return | 23.61% | 353.14%-329.5pp | 292.57%-269.0pp | 220.34%-196.7pp |
| Employer contribution / active EE | $1,563 | $2,788-43.9% | $2,649-41.0% | $4,156-62.4% |
| Participant deferral / active EE | $3,567 | $4,410-19.1% | $4,123-13.5% | $6,407-44.3% |
| Admin fee / account holder | $135 | $5,336-97.5% | $5,150-97.4% | $12,270-98.9% |