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 | $42,317 | $71,050-40.4% | $93,606-54.8% | $80,856-47.7% |
| Participation rate | 84.6% | 60.4%+24.2pp | 68.7%+15.9pp | 67.6%+17.0pp |
| Annual return | 9.69% | 11.26%-1.6pp | 133.20%-123.5pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,358 | $1,564-13.2% | $2,420-43.9% | $2,755-50.7% |
| Participant deferral / active EE | $4,901 | $4,034+21.5% | $4,411+11.1% | $4,296+14.1% |
| Admin fee / account holder | $0 | $6,945-100.0% | $8,285-100.0% | $6,918-100.0% |