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 6-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 | $50,000 | $183,592-72.8% | $155,567-67.9% | $145,959-65.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 49.78% | 61.24%-11.5pp | 64.74%-15.0pp | 561.95%-512.2pp |
| Employer contribution / active EE | $2,823 | $5,315-46.9% | $4,674-39.6% | $4,661-39.4% |
| Participant deferral / active EE | $6,262 | $6,464-3.1% | $5,628+11.3% | $6,689-6.4% |
| Admin fee / account holder | $179 | $19,318-99.1% | $15,916-98.9% | $13,398-98.7% |