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 | $31,245 | $180,749-82.7% | $160,784-80.6% | $137,256-77.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.19% | 2234.46%-2215.3pp | 1803.92%-1784.7pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,265 | $4,155-69.6% | $3,733-66.1% | $4,156-69.6% |
| Participant deferral / active EE | $5,413 | $6,844-20.9% | $6,293-14.0% | $6,407-15.5% |
| Admin fee / account holder | $42 | $10,397-99.6% | $9,717-99.6% | $12,270-99.7% |