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 7-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 | $37,530 | $177,572-78.9% | $154,803-75.8% | $142,382-73.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 3.37% | 65.07%-61.7pp | 58.88%-55.5pp | 217.08%-213.7pp |
| Employer contribution / active EE | $1,162 | $4,810-75.8% | $4,305-73.0% | $4,299-73.0% |
| Participant deferral / active EE | $3,764 | $6,272-40.0% | $5,540-32.1% | $6,507-42.2% |
| Admin fee / account holder | $96 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |