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 7-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 | $39,528 | $175,202-77.4% | $149,673-73.6% | $139,434-71.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.18% | 166.71%-156.5pp | 134.42%-124.2pp | 372.94%-362.8pp |
| Employer contribution / active EE | $4,507 | $5,474-17.7% | $4,818-6.4% | $4,751-5.1% |
| Participant deferral / active EE | $11,000 | $6,519+68.7% | $5,680+93.7% | $6,710+63.9% |
| Admin fee / account holder | $259 | $16,150-98.4% | $13,210-98.0% | $11,403-97.7% |