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 | $11,461 | $97,125-88.2% | $86,233-86.7% | $137,256-91.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.01% | 74.19%-59.2pp | 61.39%-46.4pp | 220.34%-205.3pp |
| Employer contribution / active EE | $388 | $2,841-86.3% | $2,504-84.5% | $4,156-90.7% |
| Participant deferral / active EE | $1,547 | $5,180-70.1% | $4,559-66.1% | $6,407-75.9% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |