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 5-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 | $91,723 | $176,056-47.9% | $159,436-42.5% | $167,490-45.2% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 5.67% | 331.75%-326.1pp | 263.57%-257.9pp | 478.56%-472.9pp |
| Employer contribution / active EE | $20,883 | $5,297+294.2% | $4,829+332.4% | $4,837+331.7% |
| Participant deferral / active EE | $13,000 | $7,750+67.7% | $7,352+76.8% | $6,341+105.0% |
| Admin fee / account holder | $226 | $12,554-98.2% | $10,799-97.9% | $12,309-98.2% |