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 | $4,315 | $29,319-85.3% | $52,425-91.8% | $82,448-94.8% |
| Participation rate | 92.9% | 46.9%+46.0pp | 55.6%+37.2pp | 68.1%+24.8pp |
| Annual return | 24.18% | 535.20%-511.0pp | 302.12%-277.9pp | 41.64%-17.5pp |
| Employer contribution / active EE | $544 | $586-7.2% | $914-40.5% | $2,551-78.7% |
| Participant deferral / active EE | $875 | $1,171-25.3% | $1,790-51.1% | $4,139-78.9% |
| Admin fee / account holder | $251 | $1,962-87.2% | $2,495-90.0% | $7,234-96.5% |