See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for 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 | $139,807 | $150,187-6.9% | $120,354+16.2% | $145,922-4.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.45% | 154.07%-144.6pp | 107.15%-97.7pp | 561.29%-551.8pp |
| Employer contribution / active EE | $4,045 | $4,348-7.0% | $3,463+16.8% | $4,660-13.2% |
| Participant deferral / active EE | $7,200 | $6,173+16.6% | $4,991+44.3% | $6,688+7.7% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |