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 | $37,710 | $166,020-77.3% | $164,866-77.1% | $145,959-74.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.10% | 100.08%-83.0pp | 69.97%-52.9pp | 561.95%-544.8pp |
| Employer contribution / active EE | $3,227 | $5,275-38.8% | $4,343-25.7% | $4,661-30.8% |
| Participant deferral / active EE | $11,336 | $6,961+62.9% | $6,033+87.9% | $6,689+69.5% |
| Admin fee / account holder | $26 | $16,644-99.8% | $12,689-99.8% | $13,398-99.8% |