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 | $22,426 | $126,519-82.3% | $106,201-78.9% | $145,959-84.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.86% | 225.10%-210.2pp | 116.26%-101.4pp | 561.95%-547.1pp |
| Employer contribution / active EE | $1,515 | $3,726-59.3% | $3,170-52.2% | $4,661-67.5% |
| Participant deferral / active EE | $6,005 | $5,716+5.1% | $5,012+19.8% | $6,689-10.2% |
| Admin fee / account holder | $261 | $17,312-98.5% | $11,039-97.6% | $13,398-98.1% |