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 | $22,758 | $159,901-85.8% | $146,958-84.5% | $145,922-84.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.97% | 98.13%-90.2pp | 418.34%-410.4pp | 561.29%-553.3pp |
| Employer contribution / active EE | $7,905 | $5,286+49.5% | $4,933+60.3% | $4,660+69.6% |
| Participant deferral / active EE | $3,050 | $8,428-63.8% | $8,070-62.2% | $6,688-54.4% |
| Admin fee / account holder | $59 | $15,044-99.6% | $12,998-99.5% | $13,397-99.6% |