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 9-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 | $20,140 | $202,432-90.1% | $169,368-88.1% | $139,434-85.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.64% | 531.74%-526.1pp | 405.60%-400.0pp | 372.94%-367.3pp |
| Employer contribution / active EE | $1,163 | $4,692-75.2% | $4,013-71.0% | $4,751-75.5% |
| Participant deferral / active EE | $6,180 | $6,938-10.9% | $6,221-0.7% | $6,710-7.9% |
| Admin fee / account holder | $78 | $10,708-99.3% | $9,003-99.1% | $11,403-99.3% |