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 | $29,426 | $202,432-85.5% | $169,368-82.6% | $139,434-78.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.16% | 531.74%-523.6pp | 405.60%-397.4pp | 372.94%-364.8pp |
| Employer contribution / active EE | $6,827 | $4,692+45.5% | $4,013+70.1% | $4,751+43.7% |
| Participant deferral / active EE | $17,962 | $6,938+158.9% | $6,221+188.7% | $6,710+167.7% |
| Admin fee / account holder | $201 | $10,708-98.1% | $9,003-97.8% | $11,403-98.2% |