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 | $36,588 | $111,754-67.3% | $103,333-64.6% | $145,922-74.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.20% | 24.77%-19.6pp | 24.88%-19.7pp | 561.29%-556.1pp |
| Employer contribution / active EE | $8,767 | $4,212+108.1% | $3,868+126.7% | $4,660+88.1% |
| Participant deferral / active EE | $8,940 | $5,619+59.1% | $5,057+76.8% | $6,688+33.7% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |