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 | $13,136 | $111,814-88.3% | $103,374-87.3% | $145,959-91.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.33% | 24.77%-6.4pp | 24.89%-6.6pp | 561.95%-543.6pp |
| Employer contribution / active EE | $1,973 | $4,214-53.2% | $3,869-49.0% | $4,661-57.7% |
| Participant deferral / active EE | $2,835 | $5,618-49.5% | $5,058-44.0% | $6,689-57.6% |
| Admin fee / account holder | $85 | $9,754-99.1% | $8,394-99.0% | $13,398-99.4% |