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 8-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 | $84,339 | $180,749-53.3% | $160,784-47.5% | $137,256-38.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.45% | 2234.46%-2216.0pp | 1803.92%-1785.5pp | 220.34%-201.9pp |
| Employer contribution / active EE | $3,695 | $4,155-11.1% | $3,733-1.0% | $4,156-11.1% |
| Participant deferral / active EE | $8,578 | $6,844+25.3% | $6,293+36.3% | $6,407+33.9% |
| Admin fee / account holder | $199 | $10,397-98.1% | $9,717-98.0% | $12,270-98.4% |