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 5-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 | $21,750 | $100,970-78.5% | $96,576-77.5% | $137,256-84.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.11% | 38.16%-20.0pp | 38.47%-20.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,198 | $3,809-42.3% | $3,553-38.2% | $4,156-47.1% |
| Participant deferral / active EE | $2,747 | $8,286-66.9% | $7,956-65.5% | $6,407-57.1% |
| Admin fee / account holder | $62 | $11,312-99.5% | $11,381-99.5% | $12,270-99.5% |