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 10-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 | $157,554 | $178,174-11.6% | $156,181+0.9% | $137,256+14.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.09% | 84.19%-74.1pp | 64.87%-54.8pp | 220.34%-210.2pp |
| Employer contribution / active EE | $3,148 | $4,972-36.7% | $4,294-26.7% | $4,156-24.3% |
| Participant deferral / active EE | $15,588 | $6,888+126.3% | $6,132+154.2% | $6,407+143.3% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |