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 6-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 | $39,235 | $72,071-45.6% | $68,368-42.6% | $137,256-71.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.78% | 353.14%-333.4pp | 292.57%-272.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,470 | $2,788-11.4% | $2,649-6.8% | $4,156-40.6% |
| Participant deferral / active EE | $4,116 | $4,410-6.7% | $4,123-0.2% | $6,407-35.8% |
| Admin fee / account holder | $108 | $5,336-98.0% | $5,150-97.9% | $12,270-99.1% |