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 | $20,021 | $154,228-87.0% | $145,433-86.2% | $137,256-85.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.40% | 74.59%-64.2pp | 66.58%-56.2pp | 220.34%-209.9pp |
| Employer contribution / active EE | $1,995 | $4,804-58.5% | $4,554-56.2% | $4,156-52.0% |
| Participant deferral / active EE | $4,543 | $8,216-44.7% | $7,897-42.5% | $6,407-29.1% |
| Admin fee / account holder | $130 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |