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 | $2,263 | $67,823-96.7% | $52,425-95.7% | $137,256-98.4% |
| Participation rate | 92.9% | 63.9%+28.9pp | 55.6%+37.2pp | 80.0%+12.9pp |
| Annual return | 22.35% | 219.11%-196.8pp | 302.12%-279.8pp | 220.34%-198.0pp |
| Employer contribution / active EE | $207 | $1,163-82.2% | $914-77.4% | $4,156-95.0% |
| Participant deferral / active EE | $826 | $2,288-63.9% | $1,790-53.9% | $6,407-87.1% |
| Admin fee / account holder | $13 | $2,844-99.6% | $2,495-99.5% | $12,270-99.9% |