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 | $133,154 | $138,065-3.6% | $123,544+7.8% | $135,375-1.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.53% | 153.68%-158.2pp | 119.20%-123.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $2,700 | $5,151-47.6% | $4,628-41.7% | $4,779-43.5% |
| Participant deferral / active EE | $8,174 | $6,799+20.2% | $6,426+27.2% | $5,609+45.7% |
| Admin fee / account holder | $161 | $10,916-98.5% | $9,284-98.3% | $10,827-98.5% |