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 | $143,456 | $138,065+3.9% | $123,544+16.1% | $135,375+6.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.61% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,904 | $5,151-43.6% | $4,628-37.3% | $4,779-39.2% |
| Participant deferral / active EE | $3,935 | $6,799-42.1% | $6,426-38.8% | $5,609-29.8% |
| Admin fee / account holder | $229 | $10,916-97.9% | $9,284-97.5% | $10,827-97.9% |