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 | $20,615 | $159,901-87.1% | $146,958-86.0% | $145,922-85.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.34% | 98.13%-92.8pp | 418.34%-413.0pp | 561.29%-555.9pp |
| Employer contribution / active EE | $6,482 | $5,286+22.6% | $4,933+31.4% | $4,660+39.1% |
| Participant deferral / active EE | $0 | $8,428-100.0% | $8,070-100.0% | $6,688-100.0% |
| Admin fee / account holder | $129 | $15,044-99.1% | $12,998-99.0% | $13,397-99.0% |