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 | $116,045 | $138,065-15.9% | $123,544-6.1% | $135,375-14.3% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -7.12% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $5,091 | $5,151-1.2% | $4,628+10.0% | $4,779+6.5% |
| Participant deferral / active EE | $9,346 | $6,799+37.5% | $6,426+45.4% | $5,609+66.6% |
| Admin fee / account holder | $131 | $10,916-98.8% | $9,284-98.6% | $10,827-98.8% |