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 | $1,822 | $67,823-97.3% | $52,425-96.5% | $137,256-98.7% |
| Participation rate | 92.3% | 63.9%+28.4pp | 55.6%+36.7pp | 80.0%+12.3pp |
| Annual return | 27.29% | 219.11%-191.8pp | 302.12%-274.8pp | 220.34%-193.1pp |
| Employer contribution / active EE | $550 | $1,163-52.7% | $914-39.8% | $4,156-86.8% |
| Participant deferral / active EE | $779 | $2,288-65.9% | $1,790-56.5% | $6,407-87.8% |
| Admin fee / account holder | $21 | $2,844-99.3% | $2,495-99.2% | $12,270-99.8% |