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 6-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 | $42,491 | $159,934-73.4% | $147,005-71.1% | $145,959-70.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.21% | 98.24%-83.0pp | 418.76%-403.6pp | 561.95%-546.7pp |
| Employer contribution / active EE | $1,456 | $5,287-72.5% | $4,934-70.5% | $4,661-68.8% |
| Participant deferral / active EE | $5,000 | $8,427-40.7% | $8,070-38.0% | $6,689-25.2% |
| Admin fee / account holder | $218 | $15,053-98.6% | $13,006-98.3% | $13,398-98.4% |