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 4-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 | $30,466 | $114,381-73.4% | $107,525-71.7% | $142,382-78.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 9.88% | 242.71%-232.8pp | 181.32%-171.4pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,811 | $4,015-30.0% | $3,754-25.1% | $4,299-34.6% |
| Participant deferral / active EE | $9,057 | $5,564+62.8% | $5,116+77.0% | $6,507+39.2% |
| Admin fee / account holder | $42 | $9,860-99.6% | $8,919-99.5% | $12,624-99.7% |