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 | $36,918 | $97,125-62.0% | $86,233-57.2% | $137,256-73.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 9.53% | 74.19%-64.7pp | 61.39%-51.9pp | 220.34%-210.8pp |
| Employer contribution / active EE | $3,652 | $2,841+28.5% | $2,504+45.8% | $4,156-12.1% |
| Participant deferral / active EE | $11,391 | $5,180+119.9% | $4,559+149.8% | $6,407+77.8% |
| Admin fee / account holder | $201 | $9,725-97.9% | $8,342-97.6% | $12,270-98.4% |