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 5-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 | $22,572 | $111,535-79.8% | $105,223-78.5% | $137,256-83.6% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 20.37% | 237.85%-217.5pp | 180.65%-160.3pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,974 | $3,939-24.5% | $3,689-19.4% | $4,156-28.4% |
| Participant deferral / active EE | $3,862 | $5,500-29.8% | $5,072-23.9% | $6,407-39.7% |
| Admin fee / account holder | $63 | $9,721-99.3% | $8,859-99.3% | $12,270-99.5% |