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 | $31,730 | $112,729-71.9% | $98,716-67.9% | $137,256-76.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 9.92% | 38.48%-28.6pp | 31.81%-21.9pp | 220.34%-210.4pp |
| Employer contribution / active EE | $3,042 | $2,725+11.6% | $2,279+33.5% | $4,156-26.8% |
| Participant deferral / active EE | $5,875 | $4,640+26.6% | $4,048+45.1% | $6,407-8.3% |
| Admin fee / account holder | $158 | $10,129-98.4% | $8,703-98.2% | $12,270-98.7% |