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 3-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 | $24,170 | $154,228-84.3% | $145,433-83.4% | $137,256-82.4% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 1.92% | 74.59%-72.7pp | 66.58%-64.7pp | 220.34%-218.4pp |
| Employer contribution / active EE | $3,135 | $4,804-34.7% | $4,554-31.2% | $4,156-24.6% |
| Participant deferral / active EE | $5,648 | $8,216-31.3% | $7,897-28.5% | $6,407-11.8% |
| Admin fee / account holder | $18 | $14,344-99.9% | $13,129-99.9% | $12,270-99.8% |