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 | $8,392 | $102,245-91.8% | $89,340-90.6% | $137,256-93.9% |
| Participation rate | 84.2% | 74.9%+9.3pp | 69.6%+14.6pp | 80.0%+4.3pp |
| Annual return | 23.92% | 21.89%+2.0pp | 20.57%+3.3pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,947 | $2,529-23.0% | $2,231-12.8% | $4,156-53.2% |
| Participant deferral / active EE | $2,235 | $4,436-49.6% | $3,823-41.5% | $6,407-65.1% |
| Admin fee / account holder | $267 | $8,085-96.7% | $6,704-96.0% | $12,270-97.8% |