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 5-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 | $36,592 | $176,056-79.2% | $159,436-77.0% | $167,490-78.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.98% | 331.75%-327.8pp | 263.57%-259.6pp | 478.56%-474.6pp |
| Employer contribution / active EE | $13,341 | $5,297+151.8% | $4,829+176.2% | $4,837+175.8% |
| Participant deferral / active EE | $14,128 | $7,750+82.3% | $7,352+92.2% | $6,341+122.8% |
| Admin fee / account holder | $148 | $12,554-98.8% | $10,799-98.6% | $12,309-98.8% |