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 | $3,676 | $72,071-94.9% | $68,368-94.6% | $137,256-97.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 29.03% | 353.14%-324.1pp | 292.57%-263.5pp | 220.34%-191.3pp |
| Employer contribution / active EE | $610 | $2,788-78.1% | $2,649-77.0% | $4,156-85.3% |
| Participant deferral / active EE | $915 | $4,410-79.3% | $4,123-77.8% | $6,407-85.7% |
| Admin fee / account holder | $6 | $5,336-99.9% | $5,150-99.9% | $12,270-100.0% |