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 3-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 | $34,410 | $177,572-80.6% | $154,803-77.8% | $142,382-75.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.69% | 65.07%-54.4pp | 58.88%-48.2pp | 217.08%-206.4pp |
| Employer contribution / active EE | $7,885 | $4,810+63.9% | $4,305+83.1% | $4,299+83.4% |
| Participant deferral / active EE | $12,000 | $6,272+91.3% | $5,540+116.6% | $6,507+84.4% |
| Admin fee / account holder | $136 | $16,786-99.2% | $14,329-99.1% | $12,624-98.9% |