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 | $41,412 | $154,228-73.1% | $145,433-71.5% | $137,256-69.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.44% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,464 | $4,804-69.5% | $4,554-67.9% | $4,156-64.8% |
| Participant deferral / active EE | $12,316 | $8,216+49.9% | $7,897+55.9% | $6,407+92.2% |
| Admin fee / account holder | $227 | $14,344-98.4% | $13,129-98.3% | $12,270-98.1% |