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 | $12,571 | $100,970-87.6% | $96,576-87.0% | $137,256-90.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.84% | 38.16%-20.3pp | 38.47%-20.6pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,647 | $3,809-30.5% | $3,553-25.5% | $4,156-36.3% |
| Participant deferral / active EE | $3,308 | $8,286-60.1% | $7,956-58.4% | $6,407-48.4% |
| Admin fee / account holder | $49 | $11,312-99.6% | $11,381-99.6% | $12,270-99.6% |