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 4-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 | $23,021 | $118,450-80.6% | $98,439-76.6% | $139,434-83.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 8.39% | 18.94%-10.5pp | 21.16%-12.8pp | 372.94%-364.6pp |
| Employer contribution / active EE | $13,163 | $3,609+264.7% | $3,048+331.9% | $4,751+177.1% |
| Participant deferral / active EE | $1,670 | $5,392-69.0% | $4,738-64.7% | $6,710-75.1% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |