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 | $29,140 | $177,572-83.6% | $154,803-81.2% | $142,382-79.5% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 8.87% | 65.07%-56.2pp | 58.88%-50.0pp | 217.08%-208.2pp |
| Employer contribution / active EE | $1,321 | $4,810-72.5% | $4,305-69.3% | $4,299-69.3% |
| Participant deferral / active EE | $10,056 | $6,272+60.3% | $5,540+81.5% | $6,507+54.5% |
| Admin fee / account holder | $45 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |