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 | $103,825 | $154,228-32.7% | $145,433-28.6% | $137,256-24.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.62% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $10,357 | $4,804+115.6% | $4,554+127.4% | $4,156+149.2% |
| Participant deferral / active EE | $18,977 | $8,216+131.0% | $7,897+140.3% | $6,407+196.2% |
| Admin fee / account holder | $286 | $14,344-98.0% | $13,129-97.8% | $12,270-97.7% |