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 4-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 | $81,259 | $114,381-29.0% | $107,525-24.4% | $142,382-42.9% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 10.49% | 242.71%-232.2pp | 181.32%-170.8pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,274 | $4,015-68.3% | $3,754-66.1% | $4,299-70.4% |
| Participant deferral / active EE | $6,226 | $5,564+11.9% | $5,116+21.7% | $6,507-4.3% |
| Admin fee / account holder | $2 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |