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 | $14,253 | $111,535-87.2% | $105,223-86.5% | $137,256-89.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 21.20% | 237.85%-216.7pp | 180.65%-159.5pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,766 | $3,939-55.2% | $3,689-52.1% | $4,156-57.5% |
| Participant deferral / active EE | $2,238 | $5,500-59.3% | $5,072-55.9% | $6,407-65.1% |
| Admin fee / account holder | $74 | $9,721-99.2% | $8,859-99.2% | $12,270-99.4% |