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 | $24,967 | $149,040-83.2% | $120,225-79.2% | $137,256-81.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 23.45% | 605.68%-582.2pp | 439.23%-415.8pp | 220.34%-196.9pp |
| Employer contribution / active EE | $4,341 | $4,350-0.2% | $3,475+24.9% | $4,156+4.5% |
| Participant deferral / active EE | $9,273 | $4,655+99.2% | $3,999+131.9% | $6,407+44.7% |
| Admin fee / account holder | $68 | $6,348-98.9% | $5,696-98.8% | $12,270-99.4% |