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 | $35,313 | $176,812-80.0% | $146,665-75.9% | $167,490-78.9% |
| Participation rate | 73.3% | 83.6%-10.3pp | 80.1%-6.7pp | 82.1%-8.8pp |
| Annual return | 3.83% | 24.03%-20.2pp | 22.74%-18.9pp | 478.56%-474.7pp |
| Employer contribution / active EE | $2,773 | $5,160-46.3% | $4,136-32.9% | $4,837-42.7% |
| Participant deferral / active EE | $5,024 | $6,440-22.0% | $5,506-8.7% | $6,341-20.8% |
| Admin fee / account holder | $59 | $13,259-99.6% | $10,280-99.4% | $12,309-99.5% |