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 | $0 | $149,040-100.0% | $120,225-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 75.4%-75.4pp | 69.6%-69.6pp | 80.0%-80.0pp |
| Annual return | 17.70% | 605.68%-588.0pp | 439.23%-421.5pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,186 | $4,350-49.8% | $3,475-37.1% | $4,156-47.4% |
| Participant deferral / active EE | $8,083 | $4,655+73.7% | $3,999+102.1% | $6,407+26.2% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |