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 7-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 | $34,613 | $72,492-52.3% | $87,100-60.3% | $72,985-52.6% |
| Participation rate | 94.3% | 72.8%+21.5pp | 76.9%+17.5pp | 69.5%+24.9pp |
| Annual return | 4.17% | 24.46%-20.3pp | 28.19%-24.0pp | 81.00%-76.8pp |
| Employer contribution / active EE | $2,254 | $1,894+19.0% | $2,521-10.6% | $2,440-7.6% |
| Participant deferral / active EE | $3,835 | $3,270+17.3% | $4,049-5.3% | $3,607+6.3% |
| Admin fee / account holder | $212 | $5,055-95.8% | $7,497-97.2% | $5,124-95.9% |