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 | $33,741 | $157,256-78.5% | $141,162-76.1% | $152,861-77.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.17% | 64.32%-50.2pp | 71.39%-57.2pp | 345.32%-331.2pp |
| Employer contribution / active EE | $5,012 | $5,261-4.7% | $4,735+5.8% | $4,762+5.2% |
| Participant deferral / active EE | $9,107 | $7,109+28.1% | $6,709+35.7% | $5,850+55.7% |
| Admin fee / account holder | $14 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |