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 5-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 | $43,277 | $217,402-80.1% | $185,823-76.7% | $167,490-74.2% |
| Participation rate | 84.2% | 86.0%-1.8pp | 81.7%+2.5pp | 82.1%+2.1pp |
| Annual return | 8.43% | 148.36%-139.9pp | 122.05%-113.6pp | 478.56%-470.1pp |
| Employer contribution / active EE | $1,528 | $5,873-74.0% | $5,167-70.4% | $4,837-68.4% |
| Participant deferral / active EE | $5,075 | $6,356-20.2% | $5,568-8.9% | $6,341-20.0% |
| Admin fee / account holder | $15 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |