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 | $20,067 | $107,934-81.4% | $91,989-78.2% | $152,861-86.9% |
| Participation rate | 86.4% | 81.2%+5.2pp | 78.6%+7.7pp | 82.4%+3.9pp |
| Annual return | 7.39% | 89.24%-81.9pp | 69.02%-61.6pp | 345.32%-337.9pp |
| Employer contribution / active EE | $10,881 | $4,210+158.5% | $3,452+215.2% | $4,762+128.5% |
| Participant deferral / active EE | $2,699 | $6,364-57.6% | $5,923-54.4% | $5,850-53.9% |
| Admin fee / account holder | $197 | $10,520-98.1% | $7,743-97.5% | $11,596-98.3% |