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 3-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 | $41,668 | $201,272-79.3% | $184,203-77.4% | $145,922-71.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.56% | 29.00%-19.4pp | 28.81%-19.3pp | 561.29%-551.7pp |
| Employer contribution / active EE | $9,593 | $7,022+36.6% | $6,427+49.3% | $4,660+105.9% |
| Participant deferral / active EE | $38,368 | $9,806+291.3% | $9,131+320.2% | $6,688+473.7% |
| Admin fee / account holder | $7 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |