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 | $8,440 | $104,974-92.0% | $95,585-91.2% | $142,382-94.1% |
| Participation rate | 94.1% | 75.0%+19.1pp | 72.1%+22.0pp | 80.1%+14.0pp |
| Annual return | 8.14% | 210.33%-202.2pp | 38.56%-30.4pp | 217.08%-208.9pp |
| Employer contribution / active EE | $953 | $2,779-65.7% | $2,527-62.3% | $4,299-77.8% |
| Participant deferral / active EE | $2,964 | $4,352-31.9% | $4,023-26.3% | $6,507-54.4% |
| Admin fee / account holder | $19 | $6,386-99.7% | $6,127-99.7% | $12,624-99.8% |