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 | $128,832 | $138,044-6.7% | $125,339+2.8% | $134,475-4.2% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -16.02% | 750.33%-766.3pp | 572.05%-588.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $3,582 | $5,243-31.7% | $4,814-25.6% | $4,740-24.4% |
| Participant deferral / active EE | $11,295 | $7,799+44.8% | $7,446+51.7% | $6,400+76.5% |
| Admin fee / account holder | $147 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |