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 | $227,135 | $76,367+197.4% | $93,606+142.7% | $72,985+211.2% |
| Participation rate | 90.5% | 71.7%+18.7pp | 75.8%+14.6pp | 69.5%+21.0pp |
| Annual return | 3.03% | 25.82%-22.8pp | 32.76%-29.7pp | 81.00%-78.0pp |
| Employer contribution / active EE | $8,066 | $2,275+254.5% | $2,718+196.7% | $2,440+230.6% |
| Participant deferral / active EE | $5,799 | $3,538+63.9% | $4,069+42.5% | $3,607+60.7% |
| Admin fee / account holder | $285 | $6,838-95.8% | $7,888-96.4% | $5,124-94.4% |