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 3-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 | $160,500 | $167,484-4.2% | $151,611+5.9% | $134,475+19.4% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,587 | $6,829-76.8% | $6,166-74.3% | $4,740-66.5% |
| Participant deferral / active EE | $4,741 | $8,986-47.2% | $8,363-43.3% | $6,400-25.9% |
| Admin fee / account holder | $155 | $13,783-98.9% | $11,616-98.7% | $11,426-98.6% |