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 | $79,144 | $114,381-30.8% | $107,525-26.4% | $142,382-44.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 3.90% | 242.71%-238.8pp | 181.32%-177.4pp | 217.08%-213.2pp |
| Employer contribution / active EE | $11,893 | $4,015+196.2% | $3,754+216.8% | $4,299+176.6% |
| Participant deferral / active EE | $12,790 | $5,564+129.9% | $5,116+150.0% | $6,507+96.6% |
| Admin fee / account holder | $17 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |