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 | $14,237 | $74,888-81.0% | $71,209-80.0% | $142,382-90.0% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 11.49% | 345.14%-333.7pp | 282.51%-271.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,037 | $2,854-28.6% | $2,721-25.1% | $4,299-52.6% |
| Participant deferral / active EE | $1,262 | $4,454-71.7% | $4,175-69.8% | $6,507-80.6% |
| Admin fee / account holder | $268 | $5,568-95.2% | $5,349-95.0% | $12,624-97.9% |