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 7-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 | $30,168 | $111,814-73.0% | $103,374-70.8% | $145,959-79.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.46% | 24.77%-11.3pp | 24.89%-11.4pp | 561.95%-548.5pp |
| Employer contribution / active EE | $3,654 | $4,214-13.3% | $3,869-5.6% | $4,661-21.6% |
| Participant deferral / active EE | $6,100 | $5,618+8.6% | $5,058+20.6% | $6,689-8.8% |
| Admin fee / account holder | $247 | $9,754-97.5% | $8,394-97.1% | $13,398-98.2% |