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 | $139,546 | $138,065+1.1% | $123,544+13.0% | $135,375+3.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.10% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.8pp |
| Employer contribution / active EE | $4,097 | $5,151-20.5% | $4,628-11.5% | $4,779-14.3% |
| Participant deferral / active EE | $15,200 | $6,799+123.6% | $6,426+136.6% | $5,609+171.0% |
| Admin fee / account holder | $3 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |