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 | $71,117 | $177,572-60.0% | $154,803-54.1% | $142,382-50.1% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 10.05% | 65.07%-55.0pp | 58.88%-48.8pp | 217.08%-207.0pp |
| Employer contribution / active EE | $5,005 | $4,810+4.1% | $4,305+16.3% | $4,299+16.4% |
| Participant deferral / active EE | $1,909 | $6,272-69.6% | $5,540-65.5% | $6,507-70.7% |
| Admin fee / account holder | $47 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |