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 4-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 | $49,549 | $114,381-56.7% | $107,525-53.9% | $142,382-65.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.00% | 242.71%-232.7pp | 181.32%-171.3pp | 217.08%-207.1pp |
| Employer contribution / active EE | $4,159 | $4,015+3.6% | $3,754+10.8% | $4,299-3.3% |
| Participant deferral / active EE | $9,789 | $5,564+75.9% | $5,116+91.4% | $6,507+50.4% |
| Admin fee / account holder | $103 | $9,860-99.0% | $8,919-98.8% | $12,624-99.2% |