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 | $228,202 | $180,749+26.3% | $160,784+41.9% | $137,256+66.3% |
| Participation rate | 81.3% | 80.0%+1.3pp | 77.0%+4.3pp | 80.0%+1.3pp |
| Annual return | 12.08% | 2234.46%-2222.4pp | 1803.92%-1791.8pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,824 | $4,155-56.1% | $3,733-51.1% | $4,156-56.1% |
| Participant deferral / active EE | $12,483 | $6,844+82.4% | $6,293+98.4% | $6,407+94.8% |
| Admin fee / account holder | $154 | $10,397-98.5% | $9,717-98.4% | $12,270-98.7% |