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 | $12,546 | $90,397-86.1% | $76,002-83.5% | $145,959-91.4% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.1%+23.2pp | 80.3%+12.0pp |
| Annual return | 8.54% | 621.97%-613.4pp | 360.07%-351.5pp | 561.95%-553.4pp |
| Employer contribution / active EE | $954 | $3,317-71.2% | $2,688-64.5% | $4,661-79.5% |
| Participant deferral / active EE | $5,600 | $5,163+8.5% | $4,257+31.6% | $6,689-16.3% |
| Admin fee / account holder | $83 | $8,369-99.0% | $6,414-98.7% | $13,398-99.4% |