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 | $26,935 | $159,602-83.1% | $150,045-82.0% | $142,382-81.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.61% | 70.24%-58.6pp | 62.55%-50.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $4,228 | $4,961-14.8% | $4,693-9.9% | $4,299-1.7% |
| Participant deferral / active EE | $10,333 | $8,310+24.3% | $7,997+29.2% | $6,507+58.8% |
| Admin fee / account holder | $120 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |