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 | $9,995 | $149,040-93.3% | $120,225-91.7% | $137,256-92.7% |
| Participation rate | 83.3% | 75.4%+7.9pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 20.38% | 605.68%-585.3pp | 439.23%-418.8pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,082 | $4,350-75.1% | $3,475-68.9% | $4,156-74.0% |
| Participant deferral / active EE | $1,615 | $4,655-65.3% | $3,999-59.6% | $6,407-74.8% |
| Admin fee / account holder | $19 | $6,348-99.7% | $5,696-99.7% | $12,270-99.8% |