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 8-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 | $80,729 | $165,335-51.2% | $149,696-46.1% | $158,922-49.2% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 5.31% | 348.15%-342.8pp | 276.60%-271.3pp | 302.83%-297.5pp |
| Employer contribution / active EE | $3,366 | $5,103-34.0% | $4,644-27.5% | $4,761-29.3% |
| Participant deferral / active EE | $8,036 | $7,181+11.9% | $6,842+17.5% | $5,982+34.3% |
| Admin fee / account holder | $94 | $10,807-99.1% | $9,309-99.0% | $11,246-99.2% |