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 | $78,527 | $68,097+15.3% | $62,929+24.8% | $137,256-42.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 17.28% | 1859.11%-1841.8pp | 1063.93%-1046.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $4,418 | $2,811+57.2% | $2,505+76.4% | $4,156+6.3% |
| Participant deferral / active EE | $5,781 | $4,553+27.0% | $3,888+48.7% | $6,407-9.8% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |