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 | $42,499 | $84,696-49.8% | $75,696-43.9% | $167,490-74.6% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.8%+12.7pp | 82.1%+5.4pp |
| Annual return | 6.27% | 199.36%-193.1pp | 104.53%-98.3pp | 478.56%-472.3pp |
| Employer contribution / active EE | $2,832 | $3,230-12.3% | $2,743+3.2% | $4,837-41.5% |
| Participant deferral / active EE | $5,342 | $4,580+16.6% | $3,821+39.8% | $6,341-15.8% |
| Admin fee / account holder | $38 | $5,355-99.3% | $3,619-98.9% | $12,309-99.7% |