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 | $4,858 | $67,823-92.8% | $52,425-90.7% | $137,256-96.5% |
| Participation rate | 84.6% | 63.9%+20.7pp | 55.6%+29.0pp | 80.0%+4.7pp |
| Annual return | 22.59% | 219.11%-196.5pp | 302.12%-279.5pp | 220.34%-197.8pp |
| Employer contribution / active EE | $751 | $1,163-35.4% | $914-17.9% | $4,156-81.9% |
| Participant deferral / active EE | $1,021 | $2,288-55.4% | $1,790-43.0% | $6,407-84.1% |
| Admin fee / account holder | $115 | $2,844-95.9% | $2,495-95.4% | $12,270-99.1% |