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 | $32,525 | $180,749-82.0% | $160,784-79.8% | $137,256-76.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 20.35% | 2234.46%-2214.1pp | 1803.92%-1783.6pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,838 | $4,155-31.7% | $3,733-24.0% | $4,156-31.7% |
| Participant deferral / active EE | $8,455 | $6,844+23.5% | $6,293+34.4% | $6,407+32.0% |
| Admin fee / account holder | $89 | $10,397-99.1% | $9,717-99.1% | $12,270-99.3% |