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 7-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 | $9,307 | $111,535-91.7% | $105,223-91.2% | $137,256-93.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 33.70% | 237.85%-204.2pp | 180.65%-146.9pp | 220.34%-186.6pp |
| Employer contribution / active EE | $2,046 | $3,939-48.1% | $3,689-44.5% | $4,156-50.8% |
| Participant deferral / active EE | $3,426 | $5,500-37.7% | $5,072-32.5% | $6,407-46.5% |
| Admin fee / account holder | $114 | $9,721-98.8% | $8,859-98.7% | $12,270-99.1% |