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 | $0 | $112,729-100.0% | $98,716-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.3%-69.3pp | 80.0%-80.0pp |
| Annual return | 12.50% | 38.48%-26.0pp | 31.81%-19.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,866 | $2,725-31.5% | $2,279-18.1% | $4,156-55.1% |
| Participant deferral / active EE | $8,906 | $4,640+91.9% | $4,048+120.0% | $6,407+39.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |