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 | $130,794 | $138,065-5.3% | $123,544+5.9% | $135,375-3.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.54% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $14,940 | $5,151+190.0% | $4,628+222.8% | $4,779+212.6% |
| Participant deferral / active EE | $14,454 | $6,799+112.6% | $6,426+124.9% | $5,609+157.7% |
| Admin fee / account holder | $123 | $10,916-98.9% | $9,284-98.7% | $10,827-98.9% |