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 10-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 | $118,455 | $99,921+18.5% | $85,009+39.3% | $145,959-18.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.54% | 83.89%-73.3pp | 66.47%-55.9pp | 561.95%-551.4pp |
| Employer contribution / active EE | $9,195 | $3,233+184.4% | $2,728+237.0% | $4,661+97.3% |
| Participant deferral / active EE | $6,845 | $5,293+29.3% | $4,522+51.4% | $6,689+2.3% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |