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 | $37,566 | $111,754-66.4% | $103,333-63.6% | $145,922-74.3% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.5%-3.9pp | 80.3%-9.7pp |
| Annual return | 7.91% | 24.77%-16.9pp | 24.88%-17.0pp | 561.29%-553.4pp |
| Employer contribution / active EE | $1,894 | $4,212-55.0% | $3,868-51.0% | $4,660-59.4% |
| Participant deferral / active EE | $4,003 | $5,619-28.8% | $5,057-20.8% | $6,688-40.1% |
| Admin fee / account holder | $2 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |