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 | $85,773 | $201,259-57.4% | $184,200-53.4% | $145,959-41.2% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 25.20% | 28.98%-3.8pp | 28.80%-3.6pp | 561.95%-536.8pp |
| Employer contribution / active EE | $12,276 | $7,018+74.9% | $6,424+91.1% | $4,661+163.4% |
| Participant deferral / active EE | $9,811 | $9,8060% | $9,132+7.4% | $6,689+46.7% |
| Admin fee / account holder | $20 | $16,372-99.9% | $13,907-99.9% | $13,398-99.9% |