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 | $46,080 | $97,125-52.6% | $86,233-46.6% | $137,256-66.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 144.99% | 74.19%+70.8pp | 61.39%+83.6pp | 220.34%-75.3pp |
| Employer contribution / active EE | $3,956 | $2,841+39.2% | $2,504+58.0% | $4,156-4.8% |
| Participant deferral / active EE | $10,367 | $5,180+100.2% | $4,559+127.4% | $6,407+61.8% |
| Admin fee / account holder | $68 | $9,725-99.3% | $8,342-99.2% | $12,270-99.4% |