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 3-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 | $3,640 | $76,785-95.3% | $56,441-93.6% | $145,959-97.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.13% | 3000.51%-2988.4pp | 1704.21%-1692.1pp | 561.95%-549.8pp |
| Employer contribution / active EE | $337 | $1,381-75.6% | $1,039-67.6% | $4,661-92.8% |
| Participant deferral / active EE | $270 | $2,624-89.7% | $1,953-86.2% | $6,689-96.0% |
| Admin fee / account holder | $88 | $3,334-97.4% | $2,829-96.9% | $13,398-99.3% |