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 9-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 | $38,131 | $152,587-75.0% | $125,175-69.5% | $152,861-75.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 8.31% | 54.84%-46.5pp | 43.79%-35.5pp | 345.32%-337.0pp |
| Employer contribution / active EE | $2,966 | $4,946-40.0% | $3,865-23.3% | $4,762-37.7% |
| Participant deferral / active EE | $15,835 | $5,868+169.9% | $4,937+220.8% | $5,850+170.7% |
| Admin fee / account holder | $277 | $13,434-97.9% | $9,702-97.1% | $11,596-97.6% |