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 | $7,499 | $101,618-92.6% | $93,063-91.9% | $137,256-94.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 50.57% | 223.95%-173.4pp | 34.15%+16.4pp | 220.34%-169.8pp |
| Employer contribution / active EE | $1,533 | $2,707-43.4% | $2,476-38.1% | $4,156-63.1% |
| Participant deferral / active EE | $3,450 | $4,279-19.4% | $3,958-12.8% | $6,407-46.2% |
| Admin fee / account holder | $8 | $6,198-99.9% | $6,033-99.9% | $12,270-99.9% |