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 | $117,983-73.1% | $101,794-68.8% | $142,382-77.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 9.92% | 36.92%-27.0pp | 30.53%-20.6pp | 217.08%-207.2pp |
| Employer contribution / active EE | $3,042 | $2,773+9.7% | $2,289+32.9% | $4,299-29.2% |
| Participant deferral / active EE | $5,875 | $4,714+24.6% | $4,084+43.9% | $6,507-9.7% |
| Admin fee / account holder | $158 | $10,433-98.5% | $8,777-98.2% | $12,624-98.7% |