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 5-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 | $34,314 | $154,228-77.8% | $145,433-76.4% | $137,256-75.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.22% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $4,391 | $4,804-8.6% | $4,554-3.6% | $4,156+5.7% |
| Participant deferral / active EE | $8,231 | $8,216+0.2% | $7,897+4.2% | $6,407+28.5% |
| Admin fee / account holder | $285 | $14,344-98.0% | $13,129-97.8% | $12,270-97.7% |