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 5-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 | $32,645 | $201,272-83.8% | $184,203-82.3% | $145,922-77.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.18% | 29.00%-20.8pp | 28.81%-20.6pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,319 | $7,022-67.0% | $6,427-63.9% | $4,660-50.2% |
| Participant deferral / active EE | $8,482 | $9,806-13.5% | $9,131-7.1% | $6,688+26.8% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |