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 | $192,943 | $154,228+25.1% | $145,433+32.7% | $137,256+40.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.48% | 74.59%-47.1pp | 66.58%-39.1pp | 220.34%-192.9pp |
| Employer contribution / active EE | $24,639 | $4,804+412.9% | $4,554+441.0% | $4,156+492.9% |
| Participant deferral / active EE | $22,468 | $8,216+173.4% | $7,897+184.5% | $6,407+250.7% |
| Admin fee / account holder | $54 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |