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 | $91,350 | $68,097+34.1% | $62,929+45.2% | $137,256-33.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.39% | 1859.11%-1843.7pp | 1063.93%-1048.5pp | 220.34%-204.9pp |
| Employer contribution / active EE | $3,040 | $2,811+8.1% | $2,505+21.4% | $4,156-26.9% |
| Participant deferral / active EE | $3,600 | $4,553-20.9% | $3,888-7.4% | $6,407-43.8% |
| Admin fee / account holder | $85 | $6,521-98.7% | $5,065-98.3% | $12,270-99.3% |