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 | $217,408 | $88,710+145.1% | $81,783+165.8% | $145,959+49.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.70% | 1027.26%-1015.6pp | 775.05%-763.3pp | 561.95%-550.2pp |
| Employer contribution / active EE | $15,823 | $3,083+413.2% | $2,913+443.3% | $4,661+239.5% |
| Participant deferral / active EE | $15,363 | $4,645+230.8% | $4,320+255.6% | $6,689+129.7% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |