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 | $133,929 | $138,065-3.0% | $123,544+8.4% | $135,375-1.1% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -8.59% | 153.68%-162.3pp | 119.20%-127.8pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,565 | $5,151-50.2% | $4,628-44.6% | $4,779-46.3% |
| Participant deferral / active EE | $6,076 | $6,799-10.6% | $6,426-5.4% | $5,609+8.3% |
| Admin fee / account holder | $243 | $10,916-97.8% | $9,284-97.4% | $10,827-97.8% |