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 | $12,663 | $100,852-87.4% | $90,404-86.0% | $158,922-92.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 4.28% | 1724.20%-1719.9pp | 1293.02%-1288.7pp | 302.83%-298.5pp |
| Employer contribution / active EE | $276 | $3,689-92.5% | $3,262-91.5% | $4,761-94.2% |
| Participant deferral / active EE | $2,088 | $4,348-52.0% | $3,963-47.3% | $5,982-65.1% |
| Admin fee / account holder | $61 | $6,501-99.1% | $5,611-98.9% | $11,246-99.5% |