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 | $46,369 | $177,572-73.9% | $154,803-70.0% | $142,382-67.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.55% | 65.07%-55.5pp | 58.88%-49.3pp | 217.08%-207.5pp |
| Employer contribution / active EE | $5,388 | $4,810+12.0% | $4,305+25.2% | $4,299+25.3% |
| Participant deferral / active EE | $8,503 | $6,272+35.6% | $5,540+53.5% | $6,507+30.7% |
| Admin fee / account holder | $82 | $16,786-99.5% | $14,329-99.4% | $12,624-99.4% |