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 | $27,969 | $157,256-82.2% | $141,162-80.2% | $152,861-81.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.05% | 64.32%-50.3pp | 71.39%-57.3pp | 345.32%-331.3pp |
| Employer contribution / active EE | $4,070 | $5,261-22.6% | $4,735-14.0% | $4,762-14.5% |
| Participant deferral / active EE | $19,000 | $7,109+167.3% | $6,709+183.2% | $5,850+224.8% |
| Admin fee / account holder | $114 | $12,120-99.1% | $10,261-98.9% | $11,596-99.0% |