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 6-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 | $21,636 | $118,849-81.8% | $96,562-77.6% | $167,490-87.1% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.8%+0.2pp | 82.1%-12.1pp |
| Annual return | 6.39% | 50.49%-44.1pp | 37.78%-31.4pp | 478.56%-472.2pp |
| Employer contribution / active EE | $1,366 | $3,120-56.2% | $2,356-42.0% | $4,837-71.8% |
| Participant deferral / active EE | $6,468 | $4,616+40.1% | $3,849+68.1% | $6,341+2.0% |
| Admin fee / account holder | $237 | $8,065-97.1% | $6,181-96.2% | $12,309-98.1% |