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 5-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 | $8,864 | $76,407-88.4% | $150,298-94.1% | $82,448-89.2% |
| Participation rate | 91.7% | 66.4%+25.3pp | 77.8%+13.9pp | 68.1%+23.6pp |
| Annual return | 45.18% | 39.99%+5.2pp | 62.79%-17.6pp | 41.64%+3.5pp |
| Employer contribution / active EE | $3,349 | $2,614+28.1% | $4,154-19.4% | $2,551+31.3% |
| Participant deferral / active EE | $2,208 | $3,214-31.3% | $5,453-59.5% | $4,139-46.7% |
| Admin fee / account holder | $212 | $6,352-96.7% | $14,116-98.5% | $7,234-97.1% |