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 | $29,503 | $87,166-66.2% | $76,735-61.6% | $137,256-78.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 22.35% | 26.50%-4.1pp | 29.77%-7.4pp | 220.34%-198.0pp |
| Employer contribution / active EE | $3,240 | $2,904+11.6% | $2,454+32.0% | $4,156-22.0% |
| Participant deferral / active EE | $6,329 | $4,726+33.9% | $4,088+54.8% | $6,407-1.2% |
| Admin fee / account holder | $89 | $8,403-98.9% | $7,189-98.8% | $12,270-99.3% |