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 | $153,164 | $180,749-15.3% | $160,784-4.7% | $137,256+11.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 22.39% | 2234.46%-2212.1pp | 1803.92%-1781.5pp | 220.34%-198.0pp |
| Employer contribution / active EE | $2,701 | $4,155-35.0% | $3,733-27.7% | $4,156-35.0% |
| Participant deferral / active EE | $5,203 | $6,844-24.0% | $6,293-17.3% | $6,407-18.8% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |