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 | $96,806 | $98,240-1.5% | $82,313+17.6% | $147,584-34.4% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 6.78% | 30.85%-24.1pp | 25.88%-19.1pp | 578.55%-571.8pp |
| Employer contribution / active EE | $618 | $3,192-80.6% | $2,428-74.6% | $4,876-87.3% |
| Participant deferral / active EE | $3,129 | $4,383-28.6% | $3,706-15.6% | $5,439-42.5% |
| Admin fee / account holder | $214 | $8,563-97.5% | $5,608-96.2% | $10,885-98.0% |