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 5-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 | $130,754 | $68,097+92.0% | $62,929+107.8% | $137,256-4.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 22.04% | 1859.11%-1837.1pp | 1063.93%-1041.9pp | 220.34%-198.3pp |
| Employer contribution / active EE | $9,050 | $2,811+221.9% | $2,505+261.3% | $4,156+117.7% |
| Participant deferral / active EE | $13,366 | $4,553+193.6% | $3,888+243.8% | $6,407+108.6% |
| Admin fee / account holder | $20 | $6,521-99.7% | $5,065-99.6% | $12,270-99.8% |