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 | $35,411 | $183,592-80.7% | $155,567-77.2% | $145,959-75.7% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 2.11% | 61.24%-59.1pp | 64.74%-62.6pp | 561.95%-559.8pp |
| Employer contribution / active EE | $2,505 | $5,315-52.9% | $4,674-46.4% | $4,661-46.3% |
| Participant deferral / active EE | $4,171 | $6,464-35.5% | $5,628-25.9% | $6,689-37.6% |
| Admin fee / account holder | $1 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |