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 | $3,029 | $67,823-95.5% | $52,425-94.2% | $137,256-97.8% |
| Participation rate | 92.9% | 63.9%+28.9pp | 55.6%+37.2pp | 80.0%+12.9pp |
| Annual return | 19.55% | 219.11%-199.6pp | 302.12%-282.6pp | 220.34%-200.8pp |
| Employer contribution / active EE | $974 | $1,163-16.2% | $914+6.6% | $4,156-76.6% |
| Participant deferral / active EE | $1,093 | $2,288-52.2% | $1,790-39.0% | $6,407-82.9% |
| Admin fee / account holder | $290 | $2,844-89.8% | $2,495-88.4% | $12,270-97.6% |