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 | $70,237 | $72,071-2.5% | $68,368+2.7% | $137,256-48.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.57% | 353.14%-333.6pp | 292.57%-273.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,344 | $2,788-15.9% | $2,649-11.5% | $4,156-43.6% |
| Participant deferral / active EE | $10,243 | $4,410+132.3% | $4,123+148.5% | $6,407+59.9% |
| Admin fee / account holder | $24 | $5,336-99.6% | $5,150-99.5% | $12,270-99.8% |