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 | $12,465 | $72,071-82.7% | $68,368-81.8% | $137,256-90.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 30.26% | 353.14%-322.9pp | 292.57%-262.3pp | 220.34%-190.1pp |
| Employer contribution / active EE | $3,091 | $2,788+10.9% | $2,649+16.7% | $4,156-25.6% |
| Participant deferral / active EE | $4,823 | $4,410+9.4% | $4,123+17.0% | $6,407-24.7% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |