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 6-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 | $47,765 | $111,535-57.2% | $105,223-54.6% | $137,256-65.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 91.34% | 237.85%-146.5pp | 180.65%-89.3pp | 220.34%-129.0pp |
| Employer contribution / active EE | $1,434 | $3,939-63.6% | $3,689-61.1% | $4,156-65.5% |
| Participant deferral / active EE | $2,769 | $5,500-49.6% | $5,072-45.4% | $6,407-56.8% |
| Admin fee / account holder | $274 | $9,721-97.2% | $8,859-96.9% | $12,270-97.8% |