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 7-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 | $44,864 | $105,126-57.3% | $94,646-52.6% | $139,434-67.8% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 7.88% | 38.03%-30.2pp | 156.71%-148.8pp | 372.94%-365.1pp |
| Employer contribution / active EE | $7,977 | $4,106+94.3% | $3,672+117.2% | $4,751+67.9% |
| Participant deferral / active EE | $13,956 | $7,599+83.6% | $7,418+88.1% | $6,710+108.0% |
| Admin fee / account holder | $262 | $8,984-97.1% | $7,231-96.4% | $11,403-97.7% |