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 | $24,565 | $117,983-79.2% | $101,794-75.9% | $142,382-82.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 3.68% | 36.92%-33.2pp | 30.53%-26.8pp | 217.08%-213.4pp |
| Employer contribution / active EE | $2,555 | $2,773-7.9% | $2,289+11.6% | $4,299-40.6% |
| Participant deferral / active EE | $4,429 | $4,714-6.0% | $4,084+8.4% | $6,507-31.9% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |