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 | $18,907 | $183,519-89.7% | $155,509-87.8% | $145,922-87.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.78% | 61.17%-53.4pp | 64.67%-56.9pp | 561.29%-553.5pp |
| Employer contribution / active EE | $5,037 | $5,313-5.2% | $4,672+7.8% | $4,660+8.1% |
| Participant deferral / active EE | $8,739 | $6,462+35.2% | $5,626+55.3% | $6,688+30.7% |
| Admin fee / account holder | $218 | $19,313-98.9% | $15,912-98.6% | $13,397-98.4% |