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 | $13,450 | $112,729-88.1% | $98,716-86.4% | $137,256-90.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.64% | 38.48%-18.8pp | 31.81%-12.2pp | 220.34%-200.7pp |
| Employer contribution / active EE | $825 | $2,725-69.7% | $2,279-63.8% | $4,156-80.1% |
| Participant deferral / active EE | $1,375 | $4,640-70.4% | $4,048-66.0% | $6,407-78.5% |
| Admin fee / account holder | $77 | $10,129-99.2% | $8,703-99.1% | $12,270-99.4% |