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 | $61,890 | $111,535-44.5% | $105,223-41.2% | $137,256-54.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 23.97% | 237.85%-213.9pp | 180.65%-156.7pp | 220.34%-196.4pp |
| Employer contribution / active EE | $4,760 | $3,939+20.8% | $3,689+29.1% | $4,156+14.5% |
| Participant deferral / active EE | $12,869 | $5,500+134.0% | $5,072+153.8% | $6,407+100.9% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |