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 | $105,890 | $68,097+55.5% | $62,929+68.3% | $137,256-22.9% |
| Participation rate | 90.0% | 77.4%+12.6pp | 73.1%+16.9pp | 80.0%+10.0pp |
| Annual return | 12.18% | 1859.11%-1846.9pp | 1063.93%-1051.7pp | 220.34%-208.2pp |
| Employer contribution / active EE | $3,728 | $2,811+32.6% | $2,505+48.8% | $4,156-10.3% |
| Participant deferral / active EE | $8,389 | $4,553+84.3% | $3,888+115.8% | $6,407+30.9% |
| Admin fee / account holder | $5 | $6,521-99.9% | $5,065-99.9% | $12,270-100.0% |