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 | $38,429 | $111,814-65.6% | $93,654-59.0% | $145,959-73.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 6.06% | 203.30%-197.2pp | 133.34%-127.3pp | 561.95%-555.9pp |
| Employer contribution / active EE | $891 | $3,092-71.2% | $2,421-63.2% | $4,661-80.9% |
| Participant deferral / active EE | $1,962 | $4,914-60.1% | $4,413-55.5% | $6,689-70.7% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |