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 4-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 | $67,030 | $114,381-41.4% | $107,525-37.7% | $142,382-52.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 1.59% | 242.71%-241.1pp | 181.32%-179.7pp | 217.08%-215.5pp |
| Employer contribution / active EE | $2,295 | $4,015-42.8% | $3,754-38.9% | $4,299-46.6% |
| Participant deferral / active EE | $19,252 | $5,564+246.0% | $5,116+276.3% | $6,507+195.8% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |