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 | $6,209 | $63,703-90.3% | $93,063-93.3% | $82,448-92.5% |
| Participation rate | 80.9% | 63.8%+17.0pp | 72.1%+8.7pp | 68.1%+12.8pp |
| Annual return | 19.38% | -775.43%+794.8pp | 34.15%-14.8pp | 41.64%-22.3pp |
| Employer contribution / active EE | $2,016 | $1,729+16.7% | $2,476-18.6% | $2,551-21.0% |
| Participant deferral / active EE | $2,034 | $2,919-30.3% | $3,958-48.6% | $4,139-50.9% |
| Admin fee / account holder | $151 | $5,982-97.5% | $6,033-97.5% | $7,234-97.9% |