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 5-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 | $37,184 | $227,553-83.7% | $189,557-80.4% | $167,490-77.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 7.08% | 78.40%-71.3pp | 64.17%-57.1pp | 478.56%-471.5pp |
| Employer contribution / active EE | $41,090 | $5,316+672.9% | $4,412+831.2% | $4,837+749.4% |
| Participant deferral / active EE | $26,000 | $7,002+271.3% | $6,174+321.1% | $6,341+310.0% |
| Admin fee / account holder | $24 | $11,878-99.8% | $9,807-99.8% | $12,309-99.8% |