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 | $59,525 | $127,065-53.2% | $113,168-47.4% | $142,382-58.2% |
| Participation rate | 95.0% | 79.2%+15.8pp | 76.6%+18.4pp | 80.1%+14.9pp |
| Annual return | -0.15% | 24.03%-24.2pp | 24.27%-24.4pp | 217.08%-217.2pp |
| Employer contribution / active EE | $1,767 | $3,442-48.7% | $2,975-40.6% | $4,299-58.9% |
| Participant deferral / active EE | $2,475 | $5,716-56.7% | $5,107-51.5% | $6,507-62.0% |
| Admin fee / account holder | $117 | $15,736-99.3% | $12,068-99.0% | $12,624-99.1% |