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 7-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 | $4,227 | $72,071-94.1% | $68,368-93.8% | $137,256-96.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.83% | 353.14%-335.3pp | 292.57%-274.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $541 | $2,788-80.6% | $2,649-79.6% | $4,156-87.0% |
| Participant deferral / active EE | $734 | $4,410-83.4% | $4,123-82.2% | $6,407-88.5% |
| Admin fee / account holder | $28 | $5,336-99.5% | $5,150-99.4% | $12,270-99.8% |