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 | $37,195 | $149,040-75.0% | $120,225-69.1% | $137,256-72.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 20.19% | 605.68%-585.5pp | 439.23%-419.0pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,673 | $4,350-15.6% | $3,475+5.7% | $4,156-11.6% |
| Participant deferral / active EE | $7,913 | $4,655+70.0% | $3,999+97.9% | $6,407+23.5% |
| Admin fee / account holder | $61 | $6,348-99.0% | $5,696-98.9% | $12,270-99.5% |