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 | $159,934-85.8% | $147,005-84.5% | $145,959-84.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.97% | 98.24%-90.3pp | 418.76%-410.8pp | 561.95%-554.0pp |
| Employer contribution / active EE | $7,905 | $5,287+49.5% | $4,934+60.2% | $4,661+69.6% |
| Participant deferral / active EE | $3,050 | $8,427-63.8% | $8,070-62.2% | $6,689-54.4% |
| Admin fee / account holder | $59 | $15,053-99.6% | $13,006-99.5% | $13,398-99.6% |