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 | $13,246 | $172,111-92.3% | $150,298-91.2% | $137,256-90.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 32.60% | 69.37%-36.8pp | 62.79%-30.2pp | 220.34%-187.7pp |
| Employer contribution / active EE | $4,351 | $4,636-6.1% | $4,154+4.7% | $4,156+4.7% |
| Participant deferral / active EE | $7,516 | $6,166+21.9% | $5,453+37.8% | $6,407+17.3% |
| Admin fee / account holder | $39 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |