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 | $18,169 | $126,519-85.6% | $106,201-82.9% | $145,959-87.6% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 10.72% | 225.10%-214.4pp | 116.26%-105.5pp | 561.95%-551.2pp |
| Employer contribution / active EE | $1,857 | $3,726-50.2% | $3,170-41.4% | $4,661-60.2% |
| Participant deferral / active EE | $2,987 | $5,716-47.7% | $5,012-40.4% | $6,689-55.3% |
| Admin fee / account holder | $20 | $17,312-99.9% | $11,039-99.8% | $13,398-99.9% |