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 | $21,942 | $178,174-87.7% | $156,181-86.0% | $137,256-84.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 21.56% | 84.19%-62.6pp | 64.87%-43.3pp | 220.34%-198.8pp |
| Employer contribution / active EE | $3,157 | $4,972-36.5% | $4,294-26.5% | $4,156-24.0% |
| Participant deferral / active EE | $5,162 | $6,888-25.1% | $6,132-15.8% | $6,407-19.4% |
| Admin fee / account holder | $15 | $17,404-99.9% | $14,586-99.9% | $12,270-99.9% |