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 | $43,157 | $111,535-61.3% | $105,223-59.0% | $137,256-68.6% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 2.15% | 237.85%-235.7pp | 180.65%-178.5pp | 220.34%-218.2pp |
| Employer contribution / active EE | $2,688 | $3,939-31.8% | $3,689-27.1% | $4,156-35.3% |
| Participant deferral / active EE | $8,423 | $5,500+53.2% | $5,072+66.1% | $6,407+31.5% |
| Admin fee / account holder | $213 | $9,721-97.8% | $8,859-97.6% | $12,270-98.3% |