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 | $39,290 | $49,922-21.3% | $80,569-51.2% | $75,163-47.7% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 11.48% | 34.69%-23.2pp | 935.43%-923.9pp | 160.62%-149.1pp |
| Employer contribution / active EE | $2,644 | $1,698+55.7% | $2,723-2.9% | $2,670-1.0% |
| Participant deferral / active EE | $5,912 | $2,990+97.7% | $4,447+32.9% | $4,125+43.3% |
| Admin fee / account holder | $204 | $3,577-94.3% | $5,377-96.2% | $5,651-96.4% |