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 7-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 | $141,467 | $142,405-0.7% | $115,157+22.8% | $152,861-7.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $6,986 | $4,010+74.2% | $3,179+119.8% | $4,762+46.7% |
| Participant deferral / active EE | $3,954 | $5,164-23.4% | $4,168-5.1% | $5,850-32.4% |
| Admin fee / account holder | $130 | $8,462-98.5% | $7,088-98.2% | $11,596-98.9% |