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 | $133,655 | $138,065-3.2% | $123,544+8.2% | $135,375-1.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.44% | 153.68%-159.1pp | 119.20%-124.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $4,423 | $5,151-14.1% | $4,628-4.4% | $4,779-7.4% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $115 | $10,916-98.9% | $9,284-98.8% | $10,827-98.9% |