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 | $10,212 | $180,749-94.4% | $160,784-93.6% | $137,256-92.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 23.89% | 2234.46%-2210.6pp | 1803.92%-1780.0pp | 220.34%-196.5pp |
| Employer contribution / active EE | $2,160 | $4,155-48.0% | $3,733-42.1% | $4,156-48.0% |
| Participant deferral / active EE | $2,437 | $6,844-64.4% | $6,293-61.3% | $6,407-62.0% |
| Admin fee / account holder | $55 | $10,397-99.5% | $9,717-99.4% | $12,270-99.5% |