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 | $54,136 | $111,535-51.5% | $105,223-48.6% | $137,256-60.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 29.43% | 237.85%-208.4pp | 180.65%-151.2pp | 220.34%-190.9pp |
| Employer contribution / active EE | $3,920 | $3,939-0.5% | $3,689+6.3% | $4,156-5.7% |
| Participant deferral / active EE | $19,518 | $5,500+254.9% | $5,072+284.8% | $6,407+204.6% |
| Admin fee / account holder | $19 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |