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 | $10,591 | $68,097-84.4% | $62,929-83.2% | $137,256-92.3% |
| Participation rate | 88.9% | 77.4%+11.4pp | 73.1%+15.8pp | 80.0%+8.9pp |
| Annual return | 18.79% | 1859.11%-1840.3pp | 1063.93%-1045.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,023 | $2,811-63.6% | $2,505-59.2% | $4,156-75.4% |
| Participant deferral / active EE | $1,952 | $4,553-57.1% | $3,888-49.8% | $6,407-69.5% |
| Admin fee / account holder | $52 | $6,521-99.2% | $5,065-99.0% | $12,270-99.6% |