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 | $37,385 | $180,749-79.3% | $160,784-76.7% | $137,256-72.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.68% | 2234.46%-2215.8pp | 1803.92%-1785.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,928 | $4,155-53.6% | $3,733-48.3% | $4,156-53.6% |
| Participant deferral / active EE | $1,928 | $6,844-71.8% | $6,293-69.4% | $6,407-69.9% |
| Admin fee / account holder | $80 | $10,397-99.2% | $9,717-99.2% | $12,270-99.3% |