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 | $144,582 | $138,065+4.7% | $123,544+17.0% | $135,375+6.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -2.67% | 153.68%-156.3pp | 119.20%-121.9pp | 519.73%-522.4pp |
| Employer contribution / active EE | $3,199 | $5,151-37.9% | $4,628-30.9% | $4,779-33.1% |
| Participant deferral / active EE | $6,026 | $6,799-11.4% | $6,426-6.2% | $5,609+7.4% |
| Admin fee / account holder | $51 | $10,916-99.5% | $9,284-99.5% | $10,827-99.5% |