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 | $12,356 | $114,381-89.2% | $107,525-88.5% | $142,382-91.3% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 11.25% | 242.71%-231.5pp | 181.32%-170.1pp | 217.08%-205.8pp |
| Employer contribution / active EE | $900 | $4,015-77.6% | $3,754-76.0% | $4,299-79.1% |
| Participant deferral / active EE | $2,966 | $5,564-46.7% | $5,116-42.0% | $6,507-54.4% |
| Admin fee / account holder | $117 | $9,860-98.8% | $8,919-98.7% | $12,624-99.1% |