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 7-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 | $49,541 | $111,535-55.6% | $105,223-52.9% | $137,256-63.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.57% | 237.85%-221.3pp | 180.65%-164.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,250 | $3,939-42.9% | $3,689-39.0% | $4,156-45.9% |
| Participant deferral / active EE | $4,500 | $5,500-18.2% | $5,072-11.3% | $6,407-29.8% |
| Admin fee / account holder | $247 | $9,721-97.5% | $8,859-97.2% | $12,270-98.0% |