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 | $31,897 | $102,382-68.8% | $147,005-78.3% | $80,874-60.6% |
| Participation rate | 97.1% | 75.8%+21.2pp | 82.2%+14.9pp | 67.6%+29.4pp |
| Annual return | 11.75% | 134.89%-123.1pp | 418.76%-407.0pp | 35.62%-23.9pp |
| Employer contribution / active EE | $2,377 | $3,715-36.0% | $4,934-51.8% | $2,756-13.8% |
| Participant deferral / active EE | $4,049 | $6,646-39.1% | $8,070-49.8% | $4,297-5.8% |
| Admin fee / account holder | $183 | $7,942-97.7% | $13,006-98.6% | $6,935-97.4% |