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 | $10,889 | $97,125-88.8% | $86,233-87.4% | $137,256-92.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 21.07% | 74.19%-53.1pp | 61.39%-40.3pp | 220.34%-199.3pp |
| Employer contribution / active EE | $701 | $2,841-75.3% | $2,504-72.0% | $4,156-83.1% |
| Participant deferral / active EE | $2,397 | $5,180-53.7% | $4,559-47.4% | $6,407-62.6% |
| Admin fee / account holder | $34 | $9,725-99.7% | $8,342-99.6% | $12,270-99.7% |