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 10-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 | $40,238 | $72,071-44.2% | $68,368-41.1% | $137,256-70.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.15% | 353.14%-331.0pp | 292.57%-270.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $4,377 | $2,788+57.0% | $2,649+65.2% | $4,156+5.3% |
| Participant deferral / active EE | $8,194 | $4,410+85.8% | $4,123+98.8% | $6,407+27.9% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |