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 | $70,853 | $111,754-36.6% | $103,333-31.4% | $145,922-51.4% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 4.02% | 24.77%-20.7pp | 24.88%-20.9pp | 561.29%-557.3pp |
| Employer contribution / active EE | $5,023 | $4,212+19.2% | $3,868+29.9% | $4,660+7.8% |
| Participant deferral / active EE | $11,346 | $5,619+101.9% | $5,057+124.3% | $6,688+69.7% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |