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 5-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 | $30,150 | $100,970-70.1% | $96,576-68.8% | $137,256-78.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.74% | 38.16%-22.4pp | 38.47%-22.7pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,803 | $3,809-52.7% | $3,553-49.2% | $4,156-56.6% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $180 | $11,312-98.4% | $11,381-98.4% | $12,270-98.5% |