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 9-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 | $29,861 | $135,952-78.0% | $123,892-75.9% | $273,961-89.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.59% | 56.63%-53.0pp | 47.52%-43.9pp | 41.45%-37.9pp |
| Employer contribution / active EE | $847 | $5,170-83.6% | $4,617-81.7% | $4,869-82.6% |
| Participant deferral / active EE | $7,113 | $6,343+12.2% | $5,984+18.9% | $5,287+34.5% |
| Admin fee / account holder | $9 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |