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 | $55,512 | $102,245-45.7% | $89,340-37.9% | $137,256-59.6% |
| Participation rate | 84.6% | 74.9%+9.7pp | 69.6%+15.0pp | 80.0%+4.7pp |
| Annual return | 19.57% | 21.89%-2.3pp | 20.57%-1.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,652 | $2,529+4.9% | $2,231+18.9% | $4,156-36.2% |
| Participant deferral / active EE | $7,631 | $4,436+72.0% | $3,823+99.6% | $6,407+19.1% |
| Admin fee / account holder | $267 | $8,085-96.7% | $6,704-96.0% | $12,270-97.8% |