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 9-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 | $201,259-100.0% | $184,200-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 45.20% | 28.98%+16.2pp | 28.80%+16.4pp | 561.95%-516.7pp |
| Employer contribution / active EE | $6,258 | $7,018-10.8% | $6,424-2.6% | $4,661+34.3% |
| Participant deferral / active EE | $20,942 | $9,806+113.6% | $9,132+129.3% | $6,689+213.1% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |