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 5-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 | $75,667 | $67,823+11.6% | $52,425+44.3% | $137,256-44.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 19.78% | 219.11%-199.3pp | 302.12%-282.3pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,758 | $1,163+137.2% | $914+201.7% | $4,156-33.6% |
| Participant deferral / active EE | $9,755 | $2,288+326.4% | $1,790+444.8% | $6,407+52.3% |
| Admin fee / account holder | $13 | $2,844-99.6% | $2,495-99.5% | $12,270-99.9% |