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 | $58,186 | $68,097-14.6% | $62,929-7.5% | $137,256-57.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 34.59% | 1859.11%-1824.5pp | 1063.93%-1029.3pp | 220.34%-185.8pp |
| Employer contribution / active EE | $3,790 | $2,811+34.8% | $2,505+51.3% | $4,156-8.8% |
| Participant deferral / active EE | $12,465 | $4,553+173.8% | $3,888+220.6% | $6,407+94.6% |
| Admin fee / account holder | $58 | $6,521-99.1% | $5,065-98.9% | $12,270-99.5% |