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 | $36,126 | $110,257-67.2% | $96,544-62.6% | $139,434-74.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 0.88% | 26.32%-25.4pp | 25.84%-25.0pp | 372.94%-372.1pp |
| Employer contribution / active EE | $2,712 | $3,620-25.1% | $2,965-8.5% | $4,751-42.9% |
| Participant deferral / active EE | $5,290 | $5,548-4.6% | $4,851+9.1% | $6,710-21.2% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |