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 | $115,009 | $179,726-36.0% | $156,263-26.4% | $142,382-19.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 9.30% | 77.86%-68.6pp | 59.47%-50.2pp | 217.08%-207.8pp |
| Employer contribution / active EE | $2,243 | $5,069-55.8% | $4,333-48.2% | $4,299-47.8% |
| Participant deferral / active EE | $9,305 | $6,956+33.8% | $6,158+51.1% | $6,507+43.0% |
| Admin fee / account holder | $277 | $17,272-98.4% | $14,255-98.1% | $12,624-97.8% |