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 10-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 | $114,899 | $102,966+11.6% | $90,281+27.3% | $152,861-24.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.44% | 95.16%-70.7pp | 78.10%-53.7pp | 345.32%-320.9pp |
| Employer contribution / active EE | $4,211 | $3,139+34.2% | $2,854+47.5% | $4,762-11.6% |
| Participant deferral / active EE | $9,572 | $4,281+123.6% | $3,885+146.4% | $5,850+63.6% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |