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 | $12,524 | $97,125-87.1% | $86,233-85.5% | $137,256-90.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.40% | 74.19%-55.8pp | 61.39%-43.0pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,339 | $2,841-52.9% | $2,504-46.5% | $4,156-67.8% |
| Participant deferral / active EE | $2,344 | $5,180-54.8% | $4,559-48.6% | $6,407-63.4% |
| Admin fee / account holder | $74 | $9,725-99.2% | $8,342-99.1% | $12,270-99.4% |