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 | $27,947 | $72,071-61.2% | $68,368-59.1% | $137,256-79.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 27.68% | 353.14%-325.5pp | 292.57%-264.9pp | 220.34%-192.7pp |
| Employer contribution / active EE | $4,934 | $2,788+77.0% | $2,649+86.3% | $4,156+18.7% |
| Participant deferral / active EE | $6,334 | $4,410+43.6% | $4,123+53.6% | $6,407-1.1% |
| Admin fee / account holder | $49 | $5,336-99.1% | $5,150-99.0% | $12,270-99.6% |