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 | $37,186 | $71,829-48.2% | $69,780-46.7% | $142,382-73.9% |
| Participation rate | 84.6% | 81.6%+3.1pp | 79.3%+5.3pp | 80.1%+4.5pp |
| Annual return | 13.83% | 31.01%-17.2pp | 26.31%-12.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,019 | $4,385-54.0% | $4,168-51.6% | $4,299-53.0% |
| Participant deferral / active EE | $2,765 | $6,819-59.5% | $6,164-55.1% | $6,507-57.5% |
| Admin fee / account holder | $141 | $7,818-98.2% | $7,285-98.1% | $12,624-98.9% |