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 | $3,769 | $51,638-92.7% | $68,368-94.5% | $82,448-95.4% |
| Participation rate | 94.4% | 63.6%+30.8pp | 73.8%+20.7pp | 68.1%+26.4pp |
| Annual return | 24.89% | 37.53%-12.6pp | 292.57%-267.7pp | 41.64%-16.7pp |
| Employer contribution / active EE | $932 | $2,047-54.5% | $2,649-64.8% | $2,551-63.5% |
| Participant deferral / active EE | $1,103 | $2,914-62.2% | $4,123-73.3% | $4,139-73.4% |
| Admin fee / account holder | $51 | $4,643-98.9% | $5,150-99.0% | $7,234-99.3% |