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 | $132,699 | $138,065-3.9% | $123,544+7.4% | $135,375-2.0% |
| Participation rate | 85.0% | 84.7%+0.3pp | 82.3%+2.7pp | 82.6%+2.4pp |
| Annual return | -8.56% | 153.68%-162.2pp | 119.20%-127.8pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,146 | $5,151-58.3% | $4,628-53.6% | $4,779-55.1% |
| Participant deferral / active EE | $6,792 | $6,799-0.1% | $6,426+5.7% | $5,609+21.1% |
| Admin fee / account holder | $141 | $10,916-98.7% | $9,284-98.5% | $10,827-98.7% |