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 | $27,377 | $81,248-66.3% | $155,509-82.4% | $80,856-66.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.37% | 33.31%-23.9pp | 64.67%-55.3pp | 35.59%-26.2pp |
| Employer contribution / active EE | $3,161 | $3,100+1.9% | $4,672-32.4% | $2,755+14.7% |
| Participant deferral / active EE | $4,140 | $3,452+19.9% | $5,626-26.4% | $4,296-3.6% |
| Admin fee / account holder | $155 | $7,997-98.1% | $15,912-99.0% | $6,918-97.8% |