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 | $70,756 | $72,071-1.8% | $68,368+3.5% | $137,256-48.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 30.91% | 353.14%-322.2pp | 292.57%-261.7pp | 220.34%-189.4pp |
| Employer contribution / active EE | $4,209 | $2,788+51.0% | $2,649+58.9% | $4,156+1.3% |
| Participant deferral / active EE | $23,307 | $4,410+428.5% | $4,123+465.3% | $6,407+263.8% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |