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 9-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 | $122,577 | $152,587-19.7% | $125,175-2.1% | $152,861-19.8% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 1.58% | 54.84%-53.3pp | 43.79%-42.2pp | 345.32%-343.7pp |
| Employer contribution / active EE | $1,736 | $4,946-64.9% | $3,865-55.1% | $4,762-63.6% |
| Participant deferral / active EE | $5,940 | $5,868+1.2% | $4,937+20.3% | $5,850+1.5% |
| Admin fee / account holder | $14 | $13,434-99.9% | $9,702-99.9% | $11,596-99.9% |