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 4-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 | $18,860 | $101,618-81.4% | $93,063-79.7% | $137,256-86.3% |
| Participation rate | 85.7% | 74.9%+10.8pp | 72.1%+13.6pp | 80.0%+5.8pp |
| Annual return | 39.85% | 223.95%-184.1pp | 34.15%+5.7pp | 220.34%-180.5pp |
| Employer contribution / active EE | $1,442 | $2,707-46.7% | $2,476-41.8% | $4,156-65.3% |
| Participant deferral / active EE | $4,287 | $4,279+0.2% | $3,958+8.3% | $6,407-33.1% |
| Admin fee / account holder | $31 | $6,198-99.5% | $6,033-99.5% | $12,270-99.7% |