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 7-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 | $175,160 | $209,336-16.3% | $197,124-11.1% | $137,256+27.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 37.24% | 48.09%-10.8pp | 44.34%-7.1pp | 220.34%-183.1pp |
| Employer contribution / active EE | $1,644 | $6,591-75.1% | $6,227-73.6% | $4,156-60.4% |
| Participant deferral / active EE | $16,143 | $9,614+67.9% | $9,135+76.7% | $6,407+152.0% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |