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 | $55,868 | $177,572-68.5% | $154,803-63.9% | $142,382-60.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 3.39% | 65.07%-61.7pp | 58.88%-55.5pp | 217.08%-213.7pp |
| Employer contribution / active EE | $1,993 | $4,810-58.6% | $4,305-53.7% | $4,299-53.6% |
| Participant deferral / active EE | $10,546 | $6,272+68.2% | $5,540+90.3% | $6,507+62.1% |
| Admin fee / account holder | $138 | $16,786-99.2% | $14,329-99.0% | $12,624-98.9% |