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 | $11,639 | $72,071-83.9% | $68,368-83.0% | $137,256-91.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.76% | 353.14%-331.4pp | 292.57%-270.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $2,693 | $2,788-3.4% | $2,649+1.7% | $4,156-35.2% |
| Participant deferral / active EE | $3,173 | $4,410-28.0% | $4,123-23.0% | $6,407-50.5% |
| Admin fee / account holder | $41 | $5,336-99.2% | $5,150-99.2% | $12,270-99.7% |