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 | $44,065 | $106,515-58.6% | $96,683-54.4% | $139,434-68.4% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 10.79% | 38.43%-27.6pp | 35.69%-24.9pp | 372.94%-362.1pp |
| Employer contribution / active EE | $2,398 | $4,103-41.6% | $3,737-35.8% | $4,751-49.5% |
| Participant deferral / active EE | $10,257 | $5,454+88.1% | $4,878+110.3% | $6,710+52.9% |
| Admin fee / account holder | $210 | $7,877-97.3% | $6,730-96.9% | $11,403-98.2% |