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 5-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 | $29,133 | $124,281-76.6% | $109,143-73.3% | $167,490-82.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.94% | 26.04%-17.1pp | 25.75%-16.8pp | 478.56%-469.6pp |
| Employer contribution / active EE | $11,561 | $4,207+174.8% | $3,722+210.6% | $4,837+139.0% |
| Participant deferral / active EE | $12,660 | $5,255+140.9% | $4,653+172.1% | $6,341+99.6% |
| Admin fee / account holder | $159 | $7,970-98.0% | $6,752-97.7% | $12,309-98.7% |