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 3-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 | $15,338 | $76,785-80.0% | $56,441-72.8% | $145,959-89.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 16.60% | 3000.51%-2983.9pp | 1704.21%-1687.6pp | 561.95%-545.4pp |
| Employer contribution / active EE | $1,680 | $1,381+21.7% | $1,039+61.7% | $4,661-64.0% |
| Participant deferral / active EE | $1,680 | $2,624-36.0% | $1,953-14.0% | $6,689-74.9% |
| Admin fee / account holder | $62 | $3,334-98.1% | $2,829-97.8% | $13,398-99.5% |