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 8-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 | $52,248 | $159,934-67.3% | $147,005-64.5% | $145,959-64.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 10.94% | 98.24%-87.3pp | 418.76%-407.8pp | 561.95%-551.0pp |
| Employer contribution / active EE | $1,393 | $5,287-73.7% | $4,934-71.8% | $4,661-70.1% |
| Participant deferral / active EE | $3,707 | $8,427-56.0% | $8,070-54.1% | $6,689-44.6% |
| Admin fee / account holder | $58 | $15,053-99.6% | $13,006-99.6% | $13,398-99.6% |