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 | $22,228 | $159,901-86.1% | $146,958-84.9% | $145,922-84.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.44% | 98.13%-89.7pp | 418.34%-409.9pp | 561.29%-552.8pp |
| Employer contribution / active EE | $2,692 | $5,286-49.1% | $4,933-45.4% | $4,660-42.2% |
| Participant deferral / active EE | $3,365 | $8,428-60.1% | $8,070-58.3% | $6,688-49.7% |
| Admin fee / account holder | $113 | $15,044-99.3% | $12,998-99.1% | $13,397-99.2% |