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 | $39,327 | $72,071-45.4% | $68,368-42.5% | $137,256-71.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 25.10% | 353.14%-328.0pp | 292.57%-267.5pp | 220.34%-195.2pp |
| Employer contribution / active EE | $6,127 | $2,788+119.8% | $2,649+131.3% | $4,156+47.4% |
| Participant deferral / active EE | $7,158 | $4,410+62.3% | $4,123+73.6% | $6,407+11.7% |
| Admin fee / account holder | $71 | $5,336-98.7% | $5,150-98.6% | $12,270-99.4% |