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 | $24,456 | $159,602-84.7% | $150,045-83.7% | $142,382-82.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.89% | 70.24%-62.3pp | 62.55%-54.7pp | 217.08%-209.2pp |
| Employer contribution / active EE | $2,041 | $4,961-58.9% | $4,693-56.5% | $4,299-52.5% |
| Participant deferral / active EE | $10,767 | $8,310+29.6% | $7,997+34.6% | $6,507+65.5% |
| Admin fee / account holder | $91 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |