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 4-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 | $21,983 | $132,634-83.4% | $115,768-81.0% | $137,256-84.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 18.41% | 160.70%-142.3pp | 100.46%-82.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,739 | $3,360-48.2% | $2,940-40.8% | $4,156-58.1% |
| Participant deferral / active EE | $1,957 | $5,619-65.2% | $4,917-60.2% | $6,407-69.4% |
| Admin fee / account holder | $39 | $15,028-99.7% | $12,439-99.7% | $12,270-99.7% |