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 8-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 | $48,535 | $202,432-76.0% | $169,368-71.3% | $139,434-65.2% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 6.85% | 531.74%-524.9pp | 405.60%-398.8pp | 372.94%-366.1pp |
| Employer contribution / active EE | $1,765 | $4,692-62.4% | $4,013-56.0% | $4,751-62.9% |
| Participant deferral / active EE | $6,697 | $6,938-3.5% | $6,221+7.6% | $6,710-0.2% |
| Admin fee / account holder | $66 | $10,708-99.4% | $9,003-99.3% | $11,403-99.4% |