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 5-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 | $37,975 | $101,618-62.6% | $93,063-59.2% | $137,256-72.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 22.25% | 223.95%-201.7pp | 34.15%-11.9pp | 220.34%-198.1pp |
| Employer contribution / active EE | $3,360 | $2,707+24.1% | $2,476+35.7% | $4,156-19.2% |
| Participant deferral / active EE | $4,136 | $4,279-3.3% | $3,958+4.5% | $6,407-35.4% |
| Admin fee / account holder | $16 | $6,198-99.7% | $6,033-99.7% | $12,270-99.9% |