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 | $48,057 | $214,378-77.6% | $200,582-76.0% | $142,382-66.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.82% | 46.41%-36.6pp | 42.33%-32.5pp | 217.08%-207.3pp |
| Employer contribution / active EE | $11,558 | $6,841+68.9% | $6,419+80.1% | $4,299+168.9% |
| Participant deferral / active EE | $5,938 | $9,865-39.8% | $9,331-36.4% | $6,507-8.7% |
| Admin fee / account holder | $209 | $17,692-98.8% | $16,305-98.7% | $12,624-98.3% |