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 | $37,198 | $101,618-63.4% | $93,063-60.0% | $137,256-72.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 28.78% | 223.95%-195.2pp | 34.15%-5.4pp | 220.34%-191.6pp |
| Employer contribution / active EE | $3,053 | $2,707+12.8% | $2,476+23.3% | $4,156-26.5% |
| Participant deferral / active EE | $11,781 | $4,279+175.3% | $3,958+197.6% | $6,407+83.9% |
| Admin fee / account holder | $61 | $6,198-99.0% | $6,033-99.0% | $12,270-99.5% |