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 | $21,437 | $100,970-78.8% | $96,576-77.8% | $137,256-84.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 49.57% | 38.16%+11.4pp | 38.47%+11.1pp | 220.34%-170.8pp |
| Employer contribution / active EE | $207 | $3,809-94.6% | $3,553-94.2% | $4,156-95.0% |
| Participant deferral / active EE | $12,189 | $8,286+47.1% | $7,956+53.2% | $6,407+90.3% |
| Admin fee / account holder | $86 | $11,312-99.2% | $11,381-99.2% | $12,270-99.3% |