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 6-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 | $54,611 | $159,602-65.8% | $150,045-63.6% | $142,382-61.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 9.43% | 70.24%-60.8pp | 62.55%-53.1pp | 217.08%-207.6pp |
| Employer contribution / active EE | $9,391 | $4,961+89.3% | $4,693+100.1% | $4,299+118.4% |
| Participant deferral / active EE | $5,636 | $8,310-32.2% | $7,997-29.5% | $6,507-13.4% |
| Admin fee / account holder | $144 | $14,846-99.0% | $13,435-98.9% | $12,624-98.9% |