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 | $5,786 | $67,823-91.5% | $52,425-89.0% | $137,256-95.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 25.69% | 219.11%-193.4pp | 302.12%-276.4pp | 220.34%-194.7pp |
| Employer contribution / active EE | $1,813 | $1,163+55.9% | $914+98.3% | $4,156-56.4% |
| Participant deferral / active EE | $1,813 | $2,288-20.8% | $1,790+1.2% | $6,407-71.7% |
| Admin fee / account holder | $12 | $2,844-99.6% | $2,495-99.5% | $12,270-99.9% |