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 | $132,601 | $138,044-3.9% | $125,339+5.8% | $134,475-1.4% |
| Participation rate | 77.3% | 84.5%-7.2pp | 82.4%-5.1pp | 81.2%-3.9pp |
| Annual return | -16.98% | 750.33%-767.3pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,592 | $5,243-50.6% | $4,814-46.1% | $4,740-45.3% |
| Participant deferral / active EE | $5,231 | $7,799-32.9% | $7,446-29.8% | $6,400-18.3% |
| Admin fee / account holder | $11 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |