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 8-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 | $20,021 | $118,849-83.2% | $96,562-79.3% | $167,490-88.0% |
| Participation rate | 91.7% | 75.5%+16.2pp | 69.8%+21.9pp | 82.1%+9.6pp |
| Annual return | 4.19% | 50.49%-46.3pp | 37.78%-33.6pp | 478.56%-474.4pp |
| Employer contribution / active EE | $4,520 | $3,120+44.9% | $2,356+91.8% | $4,837-6.6% |
| Participant deferral / active EE | $4,600 | $4,616-0.3% | $3,849+19.5% | $6,341-27.5% |
| Admin fee / account holder | $77 | $8,065-99.0% | $6,181-98.8% | $12,309-99.4% |