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 | $13,463 | $101,618-86.8% | $93,063-85.5% | $137,256-90.2% |
| Participation rate | 90.0% | 74.9%+15.1pp | 72.1%+17.9pp | 80.0%+10.0pp |
| Annual return | 19.30% | 223.95%-204.6pp | 34.15%-14.9pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,947 | $2,707-28.1% | $2,476-21.4% | $4,156-53.1% |
| Participant deferral / active EE | $2,308 | $4,279-46.1% | $3,958-41.7% | $6,407-64.0% |
| Admin fee / account holder | $260 | $6,198-95.8% | $6,033-95.7% | $12,270-97.9% |