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 7-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 | $120,472 | $209,336-42.5% | $197,124-38.9% | $137,256-12.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.01% | 48.09%-39.1pp | 44.34%-35.3pp | 220.34%-211.3pp |
| Employer contribution / active EE | $2,329 | $6,591-64.7% | $6,227-62.6% | $4,156-44.0% |
| Participant deferral / active EE | $6,552 | $9,614-31.9% | $9,135-28.3% | $6,407+2.3% |
| Admin fee / account holder | $282 | $17,308-98.4% | $16,298-98.3% | $12,270-97.7% |