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 | $34,255 | $177,572-80.7% | $154,803-77.9% | $142,382-75.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 9.87% | 65.07%-55.2pp | 58.88%-49.0pp | 217.08%-207.2pp |
| Employer contribution / active EE | $14,812 | $4,810+207.9% | $4,305+244.0% | $4,299+244.5% |
| Participant deferral / active EE | $0 | $6,272-100.0% | $5,540-100.0% | $6,507-100.0% |
| Admin fee / account holder | $196 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |