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 | $170,461 | $112,729+51.2% | $98,716+72.7% | $137,256+24.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.48% | 38.48%-20.0pp | 31.81%-13.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $7,777 | $2,725+185.4% | $2,279+241.3% | $4,156+87.1% |
| Participant deferral / active EE | $11,808 | $4,640+154.5% | $4,048+191.7% | $6,407+84.3% |
| Admin fee / account holder | $181 | $10,129-98.2% | $8,703-97.9% | $12,270-98.5% |