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 | $16,733 | $72,071-76.8% | $68,368-75.5% | $137,256-87.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.16% | 353.14%-334.0pp | 292.57%-273.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,247 | $2,788-55.3% | $2,649-52.9% | $4,156-70.0% |
| Participant deferral / active EE | $2,071 | $4,410-53.0% | $4,123-49.8% | $6,407-67.7% |
| Admin fee / account holder | $72 | $5,336-98.7% | $5,150-98.6% | $12,270-99.4% |