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 | $76,502 | $209,411-63.5% | $178,490-57.1% | $158,922-51.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.16% | 188.75%-185.6pp | 151.07%-147.9pp | 302.83%-299.7pp |
| Employer contribution / active EE | $2,961 | $5,706-48.1% | $5,011-40.9% | $4,761-37.8% |
| Participant deferral / active EE | $4,729 | $5,954-20.6% | $5,202-9.1% | $5,982-20.9% |
| Admin fee / account holder | $7 | $17,074-100.0% | $13,984-100.0% | $11,246-99.9% |