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 | $137,336 | $135,635+1.3% | $110,238+24.6% | $135,375+1.4% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -6.60% | 513.19%-519.8pp | 314.74%-321.3pp | 519.73%-526.3pp |
| Employer contribution / active EE | $3,875 | $4,906-21.0% | $3,826+1.3% | $4,779-18.9% |
| Participant deferral / active EE | $7,581 | $5,506+37.7% | $4,672+62.3% | $5,609+35.2% |
| Admin fee / account holder | $130 | $11,457-98.9% | $8,547-98.5% | $10,827-98.8% |