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 3-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 | $62,042 | $179,726-65.5% | $156,263-60.3% | $142,382-56.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 9.77% | 77.86%-68.1pp | 59.47%-49.7pp | 217.08%-207.3pp |
| Employer contribution / active EE | $9,338 | $5,069+84.2% | $4,333+115.5% | $4,299+117.2% |
| Participant deferral / active EE | $16,688 | $6,956+139.9% | $6,158+171.0% | $6,507+156.4% |
| Admin fee / account holder | $196 | $17,272-98.9% | $14,255-98.6% | $12,624-98.4% |