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 | $143,647 | $138,065+4.0% | $123,544+16.3% | $135,375+6.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.13% | 153.68%-157.8pp | 119.20%-123.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,737 | $5,151-46.9% | $4,628-40.9% | $4,779-42.7% |
| Participant deferral / active EE | $5,903 | $6,799-13.2% | $6,426-8.1% | $5,609+5.3% |
| Admin fee / account holder | $98 | $10,916-99.1% | $9,284-98.9% | $10,827-99.1% |