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 | $20,138 | $90,397-77.7% | $76,002-73.5% | $145,959-86.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 18.33% | 621.97%-603.6pp | 360.07%-341.7pp | 561.95%-543.6pp |
| Employer contribution / active EE | $2,818 | $3,317-15.0% | $2,688+4.8% | $4,661-39.5% |
| Participant deferral / active EE | $4,774 | $5,163-7.5% | $4,257+12.1% | $6,689-28.6% |
| Admin fee / account holder | $19 | $8,369-99.8% | $6,414-99.7% | $13,398-99.9% |