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 | $4,574 | $72,071-93.7% | $68,368-93.3% | $137,256-96.7% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.0%+11.7pp |
| Annual return | 19.44% | 353.14%-333.7pp | 292.57%-273.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $412 | $2,788-85.2% | $2,649-84.5% | $4,156-90.1% |
| Participant deferral / active EE | $725 | $4,410-83.6% | $4,123-82.4% | $6,407-88.7% |
| Admin fee / account holder | $17 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |