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 | $162,116 | $76,785+111.1% | $56,441+187.2% | $145,959+11.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 11.33% | 3000.51%-2989.2pp | 1704.21%-1692.9pp | 561.95%-550.6pp |
| Employer contribution / active EE | $2,163 | $1,381+56.7% | $1,039+108.2% | $4,661-53.6% |
| Participant deferral / active EE | $10,592 | $2,624+303.7% | $1,953+442.4% | $6,689+58.4% |
| Admin fee / account holder | $10 | $3,334-99.7% | $2,829-99.6% | $13,398-99.9% |