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 | $12,261 | $101,618-87.9% | $93,063-86.8% | $137,256-91.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 21.26% | 223.95%-202.7pp | 34.15%-12.9pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,945 | $2,707-28.1% | $2,476-21.4% | $4,156-53.2% |
| Participant deferral / active EE | $2,163 | $4,279-49.4% | $3,958-45.3% | $6,407-66.2% |
| Admin fee / account holder | $28 | $6,198-99.5% | $6,033-99.5% | $12,270-99.8% |