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 | $43,522 | $111,535-61.0% | $105,223-58.6% | $137,256-68.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 21.78% | 237.85%-216.1pp | 180.65%-158.9pp | 220.34%-198.6pp |
| Employer contribution / active EE | $2,063 | $3,939-47.6% | $3,689-44.1% | $4,156-50.4% |
| Participant deferral / active EE | $12,054 | $5,500+119.2% | $5,072+137.7% | $6,407+88.1% |
| Admin fee / account holder | $42 | $9,721-99.6% | $8,859-99.5% | $12,270-99.7% |