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 6-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 | $24,182 | $149,040-83.8% | $120,225-79.9% | $137,256-82.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.43% | 605.68%-588.3pp | 439.23%-421.8pp | 220.34%-202.9pp |
| Employer contribution / active EE | $480 | $4,350-89.0% | $3,475-86.2% | $4,156-88.5% |
| Participant deferral / active EE | $7,692 | $4,655+65.3% | $3,999+92.4% | $6,407+20.1% |
| Admin fee / account holder | $73 | $6,348-98.8% | $5,696-98.7% | $12,270-99.4% |