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 3-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 | $15,476 | $180,749-91.4% | $160,784-90.4% | $137,256-88.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.09% | 2234.46%-2221.4pp | 1803.92%-1790.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,333 | $4,155-43.9% | $3,733-37.5% | $4,156-43.9% |
| Participant deferral / active EE | $8,015 | $6,844+17.1% | $6,293+27.4% | $6,407+25.1% |
| Admin fee / account holder | $31 | $10,397-99.7% | $9,717-99.7% | $12,270-99.8% |