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 6-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 | $37,695 | $176,056-78.6% | $159,436-76.4% | $167,490-77.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.97% | 331.75%-325.8pp | 263.57%-257.6pp | 478.56%-472.6pp |
| Employer contribution / active EE | $17,330 | $5,297+227.2% | $4,829+258.8% | $4,837+258.2% |
| Participant deferral / active EE | $10,300 | $7,750+32.9% | $7,352+40.1% | $6,341+62.4% |
| Admin fee / account holder | $89 | $12,554-99.3% | $10,799-99.2% | $12,309-99.3% |