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 | $73,650 | $176,056-58.2% | $159,436-53.8% | $167,490-56.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.44% | 331.75%-328.3pp | 263.57%-260.1pp | 478.56%-475.1pp |
| Employer contribution / active EE | $1,197 | $5,297-77.4% | $4,829-75.2% | $4,837-75.3% |
| Participant deferral / active EE | $6,686 | $7,750-13.7% | $7,352-9.1% | $6,341+5.4% |
| Admin fee / account holder | $255 | $12,554-98.0% | $10,799-97.6% | $12,309-97.9% |