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 | $37,463 | $72,071-48.0% | $68,368-45.2% | $137,256-72.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 27.86% | 353.14%-325.3pp | 292.57%-264.7pp | 220.34%-192.5pp |
| Employer contribution / active EE | $5,640 | $2,788+102.3% | $2,649+112.9% | $4,156+35.7% |
| Participant deferral / active EE | $12,570 | $4,410+185.0% | $4,123+204.9% | $6,407+96.2% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |