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 | $23,757 | $175,202-86.4% | $149,673-84.1% | $139,434-83.0% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 2.32% | 166.71%-164.4pp | 134.42%-132.1pp | 372.94%-370.6pp |
| Employer contribution / active EE | $1,762 | $5,474-67.8% | $4,818-63.4% | $4,751-62.9% |
| Participant deferral / active EE | $9,277 | $6,519+42.3% | $5,680+63.3% | $6,710+38.3% |
| Admin fee / account holder | $96 | $16,150-99.4% | $13,210-99.3% | $11,403-99.2% |