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 3-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 | $39,319 | $183,519-78.6% | $155,509-74.7% | $145,922-73.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.51% | 61.17%-55.7pp | 64.67%-59.2pp | 561.29%-555.8pp |
| Employer contribution / active EE | $4,646 | $5,313-12.5% | $4,672-0.6% | $4,660-0.3% |
| Participant deferral / active EE | $12,200 | $6,462+88.8% | $5,626+116.8% | $6,688+82.4% |
| Admin fee / account holder | $213 | $19,313-98.9% | $15,912-98.7% | $13,397-98.4% |