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 5-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 | $15,016 | $111,535-86.5% | $105,223-85.7% | $137,256-89.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.70% | 237.85%-220.2pp | 180.65%-162.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,522 | $3,939-61.4% | $3,689-58.7% | $4,156-63.4% |
| Participant deferral / active EE | $1,729 | $5,500-68.6% | $5,072-65.9% | $6,407-73.0% |
| Admin fee / account holder | $31 | $9,721-99.7% | $8,859-99.7% | $12,270-99.8% |