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 | $94,882 | $183,519-48.3% | $155,509-39.0% | $145,922-35.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 2.14% | 61.17%-59.0pp | 64.67%-62.5pp | 561.29%-559.1pp |
| Employer contribution / active EE | $2,379 | $5,313-55.2% | $4,672-49.1% | $4,660-48.9% |
| Participant deferral / active EE | $7,045 | $6,462+9.0% | $5,626+25.2% | $6,688+5.3% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |