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 4-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 | $8,276 | $149,040-94.4% | $120,225-93.1% | $137,256-94.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 19.30% | 605.68%-586.4pp | 439.23%-419.9pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,707 | $4,350-60.8% | $3,475-50.9% | $4,156-58.9% |
| Participant deferral / active EE | $573 | $4,655-87.7% | $3,999-85.7% | $6,407-91.1% |
| Admin fee / account holder | $74 | $6,348-98.8% | $5,696-98.7% | $12,270-99.4% |