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 6-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 | $58,109 | $175,202-66.8% | $149,673-61.2% | $139,434-58.3% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 8.66% | 166.71%-158.1pp | 134.42%-125.8pp | 372.94%-364.3pp |
| Employer contribution / active EE | $1,464 | $5,474-73.3% | $4,818-69.6% | $4,751-69.2% |
| Participant deferral / active EE | $3,845 | $6,519-41.0% | $5,680-32.3% | $6,710-42.7% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |