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 4-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 | $113,106 | $72,071+56.9% | $68,368+65.4% | $137,256-17.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.32% | 353.14%-330.8pp | 292.57%-270.3pp | 220.34%-198.0pp |
| Employer contribution / active EE | $5,281 | $2,788+89.4% | $2,649+99.4% | $4,156+27.1% |
| Participant deferral / active EE | $18,308 | $4,410+315.2% | $4,123+344.1% | $6,407+185.8% |
| Admin fee / account holder | $227 | $5,336-95.8% | $5,150-95.6% | $12,270-98.2% |