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 3-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 | $24,170 | $159,602-84.9% | $150,045-83.9% | $142,382-83.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 1.92% | 70.24%-68.3pp | 62.55%-60.6pp | 217.08%-215.2pp |
| Employer contribution / active EE | $3,135 | $4,961-36.8% | $4,693-33.2% | $4,299-27.1% |
| Participant deferral / active EE | $5,648 | $8,310-32.0% | $7,997-29.4% | $6,507-13.2% |
| Admin fee / account holder | $18 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |