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 | $10,226 | $68,097-85.0% | $62,929-83.7% | $137,256-92.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 21.03% | 1859.11%-1838.1pp | 1063.93%-1042.9pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,230 | $2,811-56.3% | $2,505-50.9% | $4,156-70.4% |
| Participant deferral / active EE | $1,765 | $4,553-61.2% | $3,888-54.6% | $6,407-72.4% |
| Admin fee / account holder | $74 | $6,521-98.9% | $5,065-98.5% | $12,270-99.4% |