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 4-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 | $25,985 | $179,726-85.5% | $156,263-83.4% | $142,382-81.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 1.32% | 77.86%-76.5pp | 59.47%-58.1pp | 217.08%-215.8pp |
| Employer contribution / active EE | $1,428 | $5,069-71.8% | $4,333-67.0% | $4,299-66.8% |
| Participant deferral / active EE | $11,875 | $6,956+70.7% | $6,158+92.8% | $6,507+82.5% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |