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 3-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 | $19,474 | $154,228-87.4% | $145,433-86.6% | $137,256-85.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.08% | 74.59%-50.5pp | 66.58%-42.5pp | 220.34%-196.3pp |
| Employer contribution / active EE | $1,831 | $4,804-61.9% | $4,554-59.8% | $4,156-55.9% |
| Participant deferral / active EE | $3,204 | $8,216-61.0% | $7,897-59.4% | $6,407-50.0% |
| Admin fee / account holder | $206 | $14,344-98.6% | $13,129-98.4% | $12,270-98.3% |