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 | $49,314 | $172,111-71.3% | $150,298-67.2% | $137,256-64.1% |
| Participation rate | 84.2% | 81.7%+2.5pp | 77.8%+6.5pp | 80.0%+4.3pp |
| Annual return | 21.58% | 69.37%-47.8pp | 62.79%-41.2pp | 220.34%-198.8pp |
| Employer contribution / active EE | $3,238 | $4,636-30.2% | $4,154-22.1% | $4,156-22.1% |
| Participant deferral / active EE | $5,808 | $6,166-5.8% | $5,453+6.5% | $6,407-9.3% |
| Admin fee / account holder | $158 | $16,471-99.0% | $14,116-98.9% | $12,270-98.7% |