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 9-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 | $113,920 | $111,535+2.1% | $105,223+8.3% | $137,256-17.0% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 80.0%+10.9pp |
| Annual return | 26.08% | 237.85%-211.8pp | 180.65%-154.6pp | 220.34%-194.3pp |
| Employer contribution / active EE | $4,351 | $3,939+10.4% | $3,689+18.0% | $4,156+4.7% |
| Participant deferral / active EE | $12,096 | $5,500+119.9% | $5,072+138.5% | $6,407+88.8% |
| Admin fee / account holder | $191 | $9,721-98.0% | $8,859-97.8% | $12,270-98.4% |