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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,578 | $177,572-81.1% | $154,803-78.3% | $142,382-76.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 1.63% | 65.07%-63.4pp | 58.88%-57.3pp | 217.08%-215.4pp |
| Employer contribution / active EE | $1,386 | $4,810-71.2% | $4,305-67.8% | $4,299-67.8% |
| Participant deferral / active EE | $3,952 | $6,272-37.0% | $5,540-28.7% | $6,507-39.3% |
| Admin fee / account holder | $87 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |