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 | $20,889 | $111,535-81.3% | $105,223-80.1% | $137,256-84.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 23.24% | 237.85%-214.6pp | 180.65%-157.4pp | 220.34%-197.1pp |
| Employer contribution / active EE | $1,929 | $3,939-51.0% | $3,689-47.7% | $4,156-53.6% |
| Participant deferral / active EE | $5,677 | $5,500+3.2% | $5,072+11.9% | $6,407-11.4% |
| Admin fee / account holder | $50 | $9,721-99.5% | $8,859-99.4% | $12,270-99.6% |