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 3-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 | $241,374 | $97,125+148.5% | $86,233+179.9% | $137,256+75.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 21.32% | 74.19%-52.9pp | 61.39%-40.1pp | 220.34%-199.0pp |
| Employer contribution / active EE | $16,078 | $2,841+465.9% | $2,504+542.0% | $4,156+286.9% |
| Participant deferral / active EE | $13,108 | $5,180+153.1% | $4,559+187.5% | $6,407+104.6% |
| Admin fee / account holder | $20 | $9,725-99.8% | $8,342-99.8% | $12,270-99.8% |