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 | $5,144 | $72,071-92.9% | $68,368-92.5% | $137,256-96.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 23.31% | 353.14%-329.8pp | 292.57%-269.3pp | 220.34%-197.0pp |
| Employer contribution / active EE | $899 | $2,788-67.8% | $2,649-66.1% | $4,156-78.4% |
| Participant deferral / active EE | $1,455 | $4,410-67.0% | $4,123-64.7% | $6,407-77.3% |
| Admin fee / account holder | $47 | $5,336-99.1% | $5,150-99.1% | $12,270-99.6% |