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 | $54,999 | $124,425-55.8% | $112,040-50.9% | $137,256-59.9% |
| Participation rate | 72.7% | 79.3%-6.6pp | 76.5%-3.8pp | 80.0%-7.2pp |
| Annual return | 17.66% | 24.72%-7.1pp | 24.52%-6.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,046 | $3,411-69.3% | $2,954-64.6% | $4,156-74.8% |
| Participant deferral / active EE | $1,908 | $5,718-66.6% | $5,098-62.6% | $6,407-70.2% |
| Admin fee / account holder | $175 | $15,207-98.9% | $12,098-98.6% | $12,270-98.6% |