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 5-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 | $6,665 | $72,071-90.8% | $68,368-90.3% | $137,256-95.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 20.67% | 353.14%-332.5pp | 292.57%-271.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $708 | $2,788-74.6% | $2,649-73.3% | $4,156-83.0% |
| Participant deferral / active EE | $1,362 | $4,410-69.1% | $4,123-67.0% | $6,407-78.7% |
| Admin fee / account holder | $40 | $5,336-99.2% | $5,150-99.2% | $12,270-99.7% |