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 4-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 | $21,523 | $149,040-85.6% | $120,225-82.1% | $137,256-84.3% |
| Participation rate | 88.9% | 75.4%+13.5pp | 69.6%+19.3pp | 80.0%+8.9pp |
| Annual return | 21.56% | 605.68%-584.1pp | 439.23%-417.7pp | 220.34%-198.8pp |
| Employer contribution / active EE | $473 | $4,350-89.1% | $3,475-86.4% | $4,156-88.6% |
| Participant deferral / active EE | $3,037 | $4,655-34.7% | $3,999-24.0% | $6,407-52.6% |
| Admin fee / account holder | $174 | $6,348-97.3% | $5,696-96.9% | $12,270-98.6% |