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 6-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 | $35,018 | $157,256-77.7% | $141,162-75.2% | $152,861-77.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 9.69% | 64.32%-54.6pp | 71.39%-61.7pp | 345.32%-335.6pp |
| Employer contribution / active EE | $4,774 | $5,261-9.2% | $4,735+0.8% | $4,762+0.3% |
| Participant deferral / active EE | $5,309 | $7,109-25.3% | $6,709-20.9% | $5,850-9.3% |
| Admin fee / account holder | $66 | $12,120-99.5% | $10,261-99.4% | $11,596-99.4% |