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 | $31,550 | $201,259-84.3% | $184,200-82.9% | $145,959-78.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.11% | 28.98%-1.9pp | 28.80%-1.7pp | 561.95%-534.8pp |
| Employer contribution / active EE | $1,600 | $7,018-77.2% | $6,424-75.1% | $4,661-65.7% |
| Participant deferral / active EE | $6,000 | $9,806-38.8% | $9,132-34.3% | $6,689-10.3% |
| Admin fee / account holder | $4 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |