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 | $118,791 | $72,071+64.8% | $68,368+73.8% | $137,256-13.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.34% | 353.14%-332.8pp | 292.57%-272.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $5,490 | $2,788+96.9% | $2,649+107.2% | $4,156+32.1% |
| Participant deferral / active EE | $28,613 | $4,410+548.8% | $4,123+594.0% | $6,407+346.6% |
| Admin fee / account holder | $246 | $5,336-95.4% | $5,150-95.2% | $12,270-98.0% |