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 | $132,634-78.6% | $115,768-75.5% | $137,256-79.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 8.59% | 160.70%-152.1pp | 100.46%-91.9pp | 220.34%-211.7pp |
| Employer contribution / active EE | $3,069 | $3,360-8.7% | $2,940+4.4% | $4,156-26.2% |
| Participant deferral / active EE | $13,579 | $5,619+141.7% | $4,917+176.2% | $6,407+111.9% |
| Admin fee / account holder | $74 | $15,028-99.5% | $12,439-99.4% | $12,270-99.4% |