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 | $161,328 | $210,698-23.4% | $178,014-9.4% | $145,959+10.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.44% | 386.27%-373.8pp | 294.80%-282.4pp | 561.95%-549.5pp |
| Employer contribution / active EE | $3,600 | $4,567-21.2% | $3,950-8.9% | $4,661-22.8% |
| Participant deferral / active EE | $26,750 | $6,958+284.4% | $6,276+326.2% | $6,689+299.9% |
| Admin fee / account holder | $20 | $12,016-99.8% | $10,362-99.8% | $13,398-99.9% |