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 | $188,988 | $72,404+161.0% | $110,238+71.4% | $64,186+194.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -3.62% | -6.29%+2.7pp | 314.74%-318.4pp | 7.63%-11.3pp |
| Employer contribution / active EE | $2,322 | $2,282+1.8% | $3,826-39.3% | $2,381-2.5% |
| Participant deferral / active EE | $8,234 | $3,469+137.3% | $4,672+76.2% | $3,470+137.3% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,547-100.0% | $4,888-100.0% |