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 6-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 | $86,298 | $114,381-24.6% | $107,525-19.7% | $142,382-39.4% |
| Participation rate | 82.4% | 78.1%+4.2pp | 75.1%+7.3pp | 80.1%+2.2pp |
| Annual return | 8.21% | 242.71%-234.5pp | 181.32%-173.1pp | 217.08%-208.9pp |
| Employer contribution / active EE | $842 | $4,015-79.0% | $3,754-77.6% | $4,299-80.4% |
| Participant deferral / active EE | $2,261 | $5,564-59.4% | $5,116-55.8% | $6,507-65.3% |
| Admin fee / account holder | $3 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |