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 | $34,730 | $116,175-70.1% | $93,606-62.9% | $152,861-77.3% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 0.19% | 35.96%-35.8pp | 32.76%-32.6pp | 345.32%-345.1pp |
| Employer contribution / active EE | $5,286 | $3,218+64.3% | $2,718+94.5% | $4,762+11.0% |
| Participant deferral / active EE | $5,750 | $4,603+24.9% | $4,069+41.3% | $5,850-1.7% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |