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 8-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 | $42,514 | $172,111-75.3% | $150,298-71.7% | $137,256-69.0% |
| Participation rate | 86.7% | 81.7%+5.0pp | 77.8%+8.9pp | 80.0%+6.7pp |
| Annual return | 19.54% | 69.37%-49.8pp | 62.79%-43.2pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,258 | $4,636-72.9% | $4,154-69.7% | $4,156-69.7% |
| Participant deferral / active EE | $3,980 | $6,166-35.4% | $5,453-27.0% | $6,407-37.9% |
| Admin fee / account holder | $49 | $16,471-99.7% | $14,116-99.7% | $12,270-99.6% |