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 | $132,701 | $138,065-3.9% | $123,544+7.4% | $135,375-2.0% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -7.73% | 153.68%-161.4pp | 119.20%-126.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $3,916 | $5,151-24.0% | $4,628-15.4% | $4,779-18.0% |
| Participant deferral / active EE | $10,600 | $6,799+55.9% | $6,426+65.0% | $5,609+89.0% |
| Admin fee / account holder | $199 | $10,916-98.2% | $9,284-97.9% | $10,827-98.2% |