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 | $128,572 | $138,065-6.9% | $123,544+4.1% | $135,375-5.0% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -8.96% | 153.68%-162.6pp | 119.20%-128.2pp | 519.73%-528.7pp |
| Employer contribution / active EE | $2,980 | $5,151-42.1% | $4,628-35.6% | $4,779-37.6% |
| Participant deferral / active EE | $10,260 | $6,799+50.9% | $6,426+59.7% | $5,609+82.9% |
| Admin fee / account holder | $268 | $10,916-97.5% | $9,284-97.1% | $10,827-97.5% |