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 | $26,429 | $154,228-82.9% | $145,433-81.8% | $137,256-80.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.67% | 74.59%-64.9pp | 66.58%-56.9pp | 220.34%-210.7pp |
| Employer contribution / active EE | $2,837 | $4,804-41.0% | $4,554-37.7% | $4,156-31.7% |
| Participant deferral / active EE | $13,968 | $8,216+70.0% | $7,897+76.9% | $6,407+118.0% |
| Admin fee / account holder | $63 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |