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 | $209,336-77.0% | $197,124-75.6% | $137,256-65.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.82% | 48.09%-38.3pp | 44.34%-34.5pp | 220.34%-210.5pp |
| Employer contribution / active EE | $11,558 | $6,591+75.4% | $6,227+85.6% | $4,156+178.1% |
| Participant deferral / active EE | $5,938 | $9,614-38.2% | $9,135-35.0% | $6,407-7.3% |
| Admin fee / account holder | $209 | $17,308-98.8% | $16,298-98.7% | $12,270-98.3% |