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 | $62,671 | $108,919-42.5% | $100,391-37.6% | $145,922-57.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 4.96% | 57.88%-52.9pp | 49.20%-44.2pp | 561.29%-556.3pp |
| Employer contribution / active EE | $1,677 | $4,419-62.1% | $3,942-57.5% | $4,660-64.0% |
| Participant deferral / active EE | $3,477 | $8,445-58.8% | $8,082-57.0% | $6,688-48.0% |
| Admin fee / account holder | $256 | $9,689-97.4% | $7,899-96.8% | $13,397-98.1% |