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 | $29,833 | $210,698-85.8% | $178,014-83.2% | $145,959-79.6% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 16.84% | 386.27%-369.4pp | 294.80%-278.0pp | 561.95%-545.1pp |
| Employer contribution / active EE | $1,896 | $4,567-58.5% | $3,950-52.0% | $4,661-59.3% |
| Participant deferral / active EE | $4,239 | $6,958-39.1% | $6,276-32.5% | $6,689-36.6% |
| Admin fee / account holder | $212 | $12,016-98.2% | $10,362-98.0% | $13,398-98.4% |