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 10-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 | $20,158 | $159,602-87.4% | $150,045-86.6% | $142,382-85.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 3.07% | 70.24%-67.2pp | 62.55%-59.5pp | 217.08%-214.0pp |
| Employer contribution / active EE | $3,415 | $4,961-31.2% | $4,693-27.2% | $4,299-20.6% |
| Participant deferral / active EE | $13,875 | $8,310+67.0% | $7,997+73.5% | $6,507+113.2% |
| Admin fee / account holder | $31 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |