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 9-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 | $111,204 | $162,781-31.7% | $133,956-17.0% | $158,922-30.0% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 1.02% | 41.94%-40.9pp | 45.09%-44.1pp | 302.83%-301.8pp |
| Employer contribution / active EE | $2,283 | $4,975-54.1% | $3,919-41.7% | $4,761-52.0% |
| Participant deferral / active EE | $5,858 | $5,911-0.9% | $5,048+16.0% | $5,982-2.1% |
| Admin fee / account holder | $142 | $11,736-98.8% | $8,927-98.4% | $11,246-98.7% |