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 | $18,465 | $106,515-82.7% | $96,683-80.9% | $139,434-86.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.39% | 38.43%-30.0pp | 35.69%-27.3pp | 372.94%-364.6pp |
| Employer contribution / active EE | $3,412 | $4,103-16.8% | $3,737-8.7% | $4,751-28.2% |
| Participant deferral / active EE | $11,172 | $5,454+104.8% | $4,878+129.0% | $6,710+66.5% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |