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 | $3,356 | $72,071-95.3% | $68,368-95.1% | $137,256-97.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.08% | 353.14%-331.1pp | 292.57%-270.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $594 | $2,788-78.7% | $2,649-77.6% | $4,156-85.7% |
| Participant deferral / active EE | $863 | $4,410-80.4% | $4,123-79.1% | $6,407-86.5% |
| Admin fee / account holder | $18 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |