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 | $152,066 | $88,710+71.4% | $81,783+85.9% | $145,959+4.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.12% | 1027.26%-1006.1pp | 775.05%-753.9pp | 561.95%-540.8pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $16,784 | $4,645+261.3% | $4,320+288.5% | $6,689+150.9% |
| Admin fee / account holder | $50 | $8,407-99.4% | $7,380-99.3% | $13,398-99.6% |