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 | $58,463 | $88,710-34.1% | $81,783-28.5% | $145,959-59.9% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 9.22% | 1027.26%-1018.0pp | 775.05%-765.8pp | 561.95%-552.7pp |
| Employer contribution / active EE | $451 | $3,083-85.4% | $2,913-84.5% | $4,661-90.3% |
| Participant deferral / active EE | $1,128 | $4,645-75.7% | $4,320-73.9% | $6,689-83.1% |
| Admin fee / account holder | $250 | $8,407-97.0% | $7,380-96.6% | $13,398-98.1% |