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 8-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 | $35,444 | $157,256-77.5% | $141,162-74.9% | $152,861-76.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 9.12% | 64.32%-55.2pp | 71.39%-62.3pp | 345.32%-336.2pp |
| Employer contribution / active EE | $3,130 | $5,261-40.5% | $4,735-33.9% | $4,762-34.3% |
| Participant deferral / active EE | $10,812 | $7,109+52.1% | $6,709+61.2% | $5,850+84.8% |
| Admin fee / account holder | $141 | $12,120-98.8% | $10,261-98.6% | $11,596-98.8% |