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 6-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 | $9,832 | $29,667-66.9% | $56,441-82.6% | $80,874-87.8% |
| Participation rate | 89.6% | 41.7%+47.9pp | 52.5%+37.1pp | 67.6%+21.9pp |
| Annual return | 18.23% | 35.22%-17.0pp | 1704.21%-1686.0pp | 35.62%-17.4pp |
| Employer contribution / active EE | $2,127 | $669+217.8% | $1,039+104.7% | $2,756-22.8% |
| Participant deferral / active EE | $3,405 | $1,227+177.6% | $1,953+74.3% | $4,297-20.8% |
| Admin fee / account holder | $292 | $2,429-88.0% | $2,829-89.7% | $6,935-95.8% |