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 | $39,061 | $157,256-75.2% | $141,162-72.3% | $152,861-74.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 7.42% | 64.32%-56.9pp | 71.39%-64.0pp | 345.32%-337.9pp |
| Employer contribution / active EE | $9,486 | $5,261+80.3% | $4,735+100.3% | $4,762+99.2% |
| Participant deferral / active EE | $16,803 | $7,109+136.3% | $6,709+150.5% | $5,850+187.2% |
| Admin fee / account holder | $113 | $12,120-99.1% | $10,261-98.9% | $11,596-99.0% |