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 | $4,333 | $72,071-94.0% | $68,368-93.7% | $137,256-96.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 61.50% | 353.14%-291.6pp | 292.57%-231.1pp | 220.34%-158.8pp |
| Employer contribution / active EE | $1,969 | $2,788-29.4% | $2,649-25.7% | $4,156-52.6% |
| Participant deferral / active EE | $2,685 | $4,410-39.1% | $4,123-34.9% | $6,407-58.1% |
| Admin fee / account holder | $12 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |