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 | $32,993 | $111,814-70.5% | $103,374-68.1% | $145,959-77.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.32% | 24.77%-11.5pp | 24.89%-11.6pp | 561.95%-548.6pp |
| Employer contribution / active EE | $2,812 | $4,214-33.3% | $3,869-27.3% | $4,661-39.7% |
| Participant deferral / active EE | $4,500 | $5,618-19.9% | $5,058-11.0% | $6,689-32.7% |
| Admin fee / account holder | $44 | $9,754-99.5% | $8,394-99.5% | $13,398-99.7% |