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 8-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 | $125,979 | $72,071+74.8% | $68,368+84.3% | $137,256-8.2% |
| Participation rate | 78.9% | 76.2%+2.7pp | 73.8%+5.2pp | 80.0%-1.0pp |
| Annual return | 19.52% | 353.14%-333.6pp | 292.57%-273.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,617 | $2,788-42.0% | $2,649-38.9% | $4,156-61.1% |
| Participant deferral / active EE | $5,396 | $4,410+22.4% | $4,123+30.9% | $6,407-15.8% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |