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 | $44,684 | $148,534-69.9% | $135,903-67.1% | $139,434-68.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 3.83% | 79.19%-75.4pp | 68.23%-64.4pp | 372.94%-369.1pp |
| Employer contribution / active EE | $5,852 | $5,243+11.6% | $4,856+20.5% | $4,751+23.2% |
| Participant deferral / active EE | $13,853 | $8,100+71.0% | $7,758+78.6% | $6,710+106.4% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |