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 | $127,687 | $133,958-4.7% | $112,228+13.8% | $134,475-5.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -3.61% | 47.11%-50.7pp | 27.45%-31.1pp | 417.96%-421.6pp |
| Employer contribution / active EE | $1,017 | $4,038-74.8% | $3,635-72.0% | $4,740-78.5% |
| Participant deferral / active EE | $4,295 | $5,291-18.8% | $4,728-9.2% | $6,400-32.9% |
| Admin fee / account holder | $57 | $7,489-99.2% | $6,410-99.1% | $11,426-99.5% |