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 4-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 | $89,965 | $72,071+24.8% | $68,368+31.6% | $137,256-34.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.72% | 353.14%-337.4pp | 292.57%-276.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,902 | $2,788+4.1% | $2,649+9.5% | $4,156-30.2% |
| Participant deferral / active EE | $1,741 | $4,410-60.5% | $4,123-57.8% | $6,407-72.8% |
| Admin fee / account holder | $32 | $5,336-99.4% | $5,150-99.4% | $12,270-99.7% |