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 5-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 | $172,111-100.0% | $150,298-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 16.19% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,822 | $4,636-60.7% | $4,154-56.2% | $4,156-56.2% |
| Participant deferral / active EE | $13,011 | $6,166+111.0% | $5,453+138.6% | $6,407+103.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |