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 | $21,059 | $114,381-81.6% | $107,525-80.4% | $142,382-85.2% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 10.24% | 242.71%-232.5pp | 181.32%-171.1pp | 217.08%-206.8pp |
| Employer contribution / active EE | $1,055 | $4,015-73.7% | $3,754-71.9% | $4,299-75.5% |
| Participant deferral / active EE | $5,090 | $5,564-8.5% | $5,116-0.5% | $6,507-21.8% |
| Admin fee / account holder | $167 | $9,860-98.3% | $8,919-98.1% | $12,624-98.7% |