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 | $33,881 | $111,535-69.6% | $105,223-67.8% | $137,256-75.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 24.68% | 237.85%-213.2pp | 180.65%-156.0pp | 220.34%-195.7pp |
| Employer contribution / active EE | $5,154 | $3,939+30.8% | $3,689+39.7% | $4,156+24.0% |
| Participant deferral / active EE | $5,154 | $5,500-6.3% | $5,072+1.6% | $6,407-19.6% |
| Admin fee / account holder | $169 | $9,721-98.3% | $8,859-98.1% | $12,270-98.6% |