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 | $28,371 | $133,922-78.8% | $116,228-75.6% | $142,382-80.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 8.59% | 147.76%-139.2pp | 90.06%-81.5pp | 217.08%-208.5pp |
| Employer contribution / active EE | $3,069 | $3,446-10.9% | $2,994+2.5% | $4,299-28.6% |
| Participant deferral / active EE | $13,579 | $5,672+139.4% | $4,953+174.1% | $6,507+108.7% |
| Admin fee / account holder | $74 | $14,945-99.5% | $11,989-99.4% | $12,624-99.4% |