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 9-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 | $23,253 | $177,572-86.9% | $154,803-85.0% | $142,382-83.7% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 6.12% | 65.07%-58.9pp | 58.88%-52.8pp | 217.08%-211.0pp |
| Employer contribution / active EE | $5,234 | $4,810+8.8% | $4,305+21.6% | $4,299+21.7% |
| Participant deferral / active EE | $2,987 | $6,272-52.4% | $5,540-46.1% | $6,507-54.1% |
| Admin fee / account holder | $248 | $16,786-98.5% | $14,329-98.3% | $12,624-98.0% |