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 | $83,322 | $172,111-51.6% | $150,298-44.6% | $137,256-39.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.65% | 69.37%-50.7pp | 62.79%-44.1pp | 220.34%-201.7pp |
| Employer contribution / active EE | $4,486 | $4,636-3.3% | $4,154+8.0% | $4,156+7.9% |
| Participant deferral / active EE | $2,047 | $6,166-66.8% | $5,453-62.5% | $6,407-68.1% |
| Admin fee / account holder | $174 | $16,471-98.9% | $14,116-98.8% | $12,270-98.6% |