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 | $109,561 | $149,040-26.5% | $120,225-8.9% | $137,256-20.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 25.34% | 605.68%-580.3pp | 439.23%-413.9pp | 220.34%-195.0pp |
| Employer contribution / active EE | $4,315 | $4,350-0.8% | $3,475+24.2% | $4,156+3.8% |
| Participant deferral / active EE | $18,864 | $4,655+305.3% | $3,999+371.8% | $6,407+194.4% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |