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 | $160,406 | $201,259-20.3% | $184,200-12.9% | $145,959+9.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.16% | 28.98%-10.8pp | 28.80%-10.6pp | 561.95%-543.8pp |
| Employer contribution / active EE | $8,622 | $7,018+22.8% | $6,424+34.2% | $4,661+85.0% |
| Participant deferral / active EE | $16,040 | $9,806+63.6% | $9,132+75.6% | $6,689+139.8% |
| Admin fee / account holder | $278 | $16,372-98.3% | $13,907-98.0% | $13,398-97.9% |