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 | $192,883 | $72,404+166.4% | $110,238+75.0% | $64,186+200.5% |
| Participation rate | 86.7% | 73.3%+13.3pp | 79.8%+6.8pp | 69.6%+17.1pp |
| Annual return | -3.52% | -6.29%+2.8pp | 314.74%-318.3pp | 7.63%-11.2pp |
| Employer contribution / active EE | $6,634 | $2,282+190.7% | $3,826+73.4% | $2,381+178.6% |
| Participant deferral / active EE | $4,031 | $3,469+16.2% | $4,672-13.7% | $3,470+16.2% |
| Admin fee / account holder | $178 | $5,664-96.8% | $8,547-97.9% | $4,888-96.3% |