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 10-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 | $62,775 | $159,602-60.7% | $150,045-58.2% | $142,382-55.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 5.63% | 70.24%-64.6pp | 62.55%-56.9pp | 217.08%-211.4pp |
| Employer contribution / active EE | $6,028 | $4,961+21.5% | $4,693+28.4% | $4,299+40.2% |
| Participant deferral / active EE | $15,278 | $8,310+83.8% | $7,997+91.0% | $6,507+134.8% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |