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 | $17,252 | $172,111-90.0% | $150,298-88.5% | $137,256-87.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 7.11% | 69.37%-62.3pp | 62.79%-55.7pp | 220.34%-213.2pp |
| Employer contribution / active EE | $2,116 | $4,636-54.4% | $4,154-49.1% | $4,156-49.1% |
| Participant deferral / active EE | $5,782 | $6,166-6.2% | $5,453+6.0% | $6,407-9.7% |
| Admin fee / account holder | $181 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |