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 4-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 | $8,232 | $58,627-86.0% | $76,735-89.3% | $82,448-90.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 19.19% | 39.10%-19.9pp | 29.77%-10.6pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,459 | $1,729-15.6% | $2,454-40.5% | $2,551-42.8% |
| Participant deferral / active EE | $1,782 | $3,134-43.1% | $4,088-56.4% | $4,139-57.0% |
| Admin fee / account holder | $30 | $5,323-99.4% | $7,189-99.6% | $7,234-99.6% |