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 | $49,837 | $124,425-59.9% | $112,040-55.5% | $137,256-63.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 26.19% | 24.72%+1.5pp | 24.52%+1.7pp | 220.34%-194.2pp |
| Employer contribution / active EE | $2,514 | $3,411-26.3% | $2,954-14.9% | $4,156-39.5% |
| Participant deferral / active EE | $19,583 | $5,718+242.5% | $5,098+284.2% | $6,407+205.7% |
| Admin fee / account holder | $53 | $15,207-99.7% | $12,098-99.6% | $12,270-99.6% |