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 | $39,346 | $159,901-75.4% | $146,958-73.2% | $145,922-73.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 6.47% | 98.13%-91.7pp | 418.34%-411.9pp | 561.29%-554.8pp |
| Employer contribution / active EE | $11,337 | $5,286+114.5% | $4,933+129.8% | $4,660+143.3% |
| Participant deferral / active EE | $2,998 | $8,428-64.4% | $8,070-62.9% | $6,688-55.2% |
| Admin fee / account holder | $142 | $15,044-99.1% | $12,998-98.9% | $13,397-98.9% |