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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,676 | $159,934-78.3% | $147,005-76.4% | $145,959-76.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.01% | 98.24%-90.2pp | 418.76%-410.8pp | 561.95%-553.9pp |
| Employer contribution / active EE | $1,101 | $5,287-79.2% | $4,934-77.7% | $4,661-76.4% |
| Participant deferral / active EE | $6,325 | $8,427-24.9% | $8,070-21.6% | $6,689-5.4% |
| Admin fee / account holder | $114 | $15,053-99.2% | $13,006-99.1% | $13,398-99.1% |