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 4-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 | $56,118 | $209,336-73.2% | $197,124-71.5% | $137,256-59.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.13% | 48.09%-25.0pp | 44.34%-21.2pp | 220.34%-197.2pp |
| Employer contribution / active EE | $3,678 | $6,591-44.2% | $6,227-40.9% | $4,156-11.5% |
| Participant deferral / active EE | $15,880 | $9,614+65.2% | $9,135+73.8% | $6,407+147.9% |
| Admin fee / account holder | $272 | $17,308-98.4% | $16,298-98.3% | $12,270-97.8% |