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 | $6,633 | $72,071-90.8% | $68,368-90.3% | $137,256-95.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 82.64% | 353.14%-270.5pp | 292.57%-209.9pp | 220.34%-137.7pp |
| Employer contribution / active EE | $2,104 | $2,788-24.5% | $2,649-20.6% | $4,156-49.4% |
| Participant deferral / active EE | $2,943 | $4,410-33.3% | $4,123-28.6% | $6,407-54.1% |
| Admin fee / account holder | $36 | $5,336-99.3% | $5,150-99.3% | $12,270-99.7% |