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 | $131,575 | $138,065-4.7% | $123,544+6.5% | $135,375-2.8% |
| Participation rate | 73.3% | 84.7%-11.4pp | 82.3%-9.0pp | 82.6%-9.3pp |
| Annual return | -6.89% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,861 | $5,151-44.5% | $4,628-38.2% | $4,779-40.1% |
| Participant deferral / active EE | $6,172 | $6,799-9.2% | $6,426-4.0% | $5,609+10.0% |
| Admin fee / account holder | $35 | $10,916-99.7% | $9,284-99.6% | $10,827-99.7% |