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 | $59,540 | $111,535-46.6% | $105,223-43.4% | $137,256-56.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.68% | 237.85%-220.2pp | 180.65%-163.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $3,954 | $3,939+0.4% | $3,689+7.2% | $4,156-4.9% |
| Participant deferral / active EE | $14,155 | $5,500+157.4% | $5,072+179.1% | $6,407+120.9% |
| Admin fee / account holder | $49 | $9,721-99.5% | $8,859-99.5% | $12,270-99.6% |