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 | $74,459 | $209,336-64.4% | $197,124-62.2% | $137,256-45.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.30% | 48.09%-29.8pp | 44.34%-26.0pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,199 | $6,591-66.6% | $6,227-64.7% | $4,156-47.1% |
| Participant deferral / active EE | $10,204 | $9,614+6.1% | $9,135+11.7% | $6,407+59.3% |
| Admin fee / account holder | $43 | $17,308-99.8% | $16,298-99.7% | $12,270-99.6% |