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 | $0 | $289,147-100.0% | - | $289,147-100.0% |
| Participation rate | 0.0% | 80.8%-80.8pp | - | 80.8%-80.8pp |
| Annual return | 14.69% | 12.61%+2.1pp | 18.19%-3.5pp | 12.61%+2.1pp |
| Employer contribution / active EE | $1,849 | $13,617-86.4% | $7,421-75.1% | $13,617-86.4% |
| Participant deferral / active EE | $3,410 | $5,372-36.5% | $3,4100% | $5,372-36.5% |
| Admin fee / account holder | $0 | $23,026-100.0% | - | $23,026-100.0% |