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 9-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 | $38,989 | $157,256-75.2% | $141,162-72.4% | $152,861-74.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.10% | 64.32%-51.2pp | 71.39%-58.3pp | 345.32%-332.2pp |
| Employer contribution / active EE | $11,070 | $5,261+110.4% | $4,735+133.8% | $4,762+132.4% |
| Participant deferral / active EE | $7,553 | $7,109+6.2% | $6,709+12.6% | $5,850+29.1% |
| Admin fee / account holder | $212 | $12,120-98.2% | $10,261-97.9% | $11,596-98.2% |