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 | $19,758 | $165,584-88.1% | $142,942-86.2% | $137,256-85.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 31.71% | 164.22%-132.5pp | 113.70%-82.0pp | 220.34%-188.6pp |
| Employer contribution / active EE | $3,518 | $4,725-25.6% | $4,139-15.0% | $4,156-15.4% |
| Participant deferral / active EE | $3,647 | $8,194-55.5% | $7,128-48.8% | $6,407-43.1% |
| Admin fee / account holder | $43 | $16,167-99.7% | $12,475-99.7% | $12,270-99.6% |