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 | $29,976 | $89,355-66.5% | $141,162-78.8% | $72,985-58.9% |
| Participation rate | 88.5% | 75.1%+13.3pp | 82.5%+6.0pp | 69.5%+19.0pp |
| Annual return | 17.54% | 111.85%-94.3pp | 71.39%-53.9pp | 81.00%-63.5pp |
| Employer contribution / active EE | $1,045 | $3,114-66.4% | $4,735-77.9% | $2,440-57.2% |
| Participant deferral / active EE | $3,719 | $5,418-31.4% | $6,709-44.6% | $3,607+3.1% |
| Admin fee / account holder | $213 | $5,958-96.4% | $10,261-97.9% | $5,124-95.8% |