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 | $18,865 | $148,534-87.3% | $135,903-86.1% | $139,434-86.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.59% | 79.19%-73.6pp | 68.23%-62.6pp | 372.94%-367.3pp |
| Employer contribution / active EE | $9,257 | $5,243+76.6% | $4,856+90.6% | $4,751+94.9% |
| Participant deferral / active EE | $5,265 | $8,100-35.0% | $7,758-32.1% | $6,710-21.5% |
| Admin fee / account holder | $287 | $12,400-97.7% | $10,762-97.3% | $11,403-97.5% |