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 3-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 | $24,001 | $183,592-86.9% | $155,567-84.6% | $145,959-83.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 8.40% | 61.24%-52.8pp | 64.74%-56.3pp | 561.95%-553.5pp |
| Employer contribution / active EE | $2,954 | $5,315-44.4% | $4,674-36.8% | $4,661-36.6% |
| Participant deferral / active EE | $3,540 | $6,464-45.2% | $5,628-37.1% | $6,689-47.1% |
| Admin fee / account holder | $98 | $19,318-99.5% | $15,916-99.4% | $13,398-99.3% |