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 | $198,204 | $88,710+123.4% | $81,783+142.4% | $145,959+35.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.04% | 1027.26%-1011.2pp | 775.05%-759.0pp | 561.95%-545.9pp |
| Employer contribution / active EE | $15,096 | $3,083+389.6% | $2,913+418.3% | $4,661+223.9% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8 | $8,407-99.9% | $7,380-99.9% | $13,398-99.9% |