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 | $125,417 | $138,065-9.2% | $123,544+1.5% | $135,375-7.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.09% | 153.68%-155.8pp | 119.20%-121.3pp | 519.73%-521.8pp |
| Employer contribution / active EE | $4,532 | $5,151-12.0% | $4,628-2.1% | $4,779-5.2% |
| Participant deferral / active EE | $7,596 | $6,799+11.7% | $6,426+18.2% | $5,609+35.4% |
| Admin fee / account holder | $195 | $10,916-98.2% | $9,284-97.9% | $10,827-98.2% |