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 4-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 | $64,334 | $180,749-64.4% | $160,784-60.0% | $137,256-53.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 24.19% | 2234.46%-2210.3pp | 1803.92%-1779.7pp | 220.34%-196.1pp |
| Employer contribution / active EE | $3,551 | $4,155-14.6% | $3,733-4.9% | $4,156-14.6% |
| Participant deferral / active EE | $17,353 | $6,844+153.5% | $6,293+175.8% | $6,407+170.9% |
| Admin fee / account holder | $20 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |