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 7-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 | $56,343 | $176,812-68.1% | $146,665-61.6% | $167,490-66.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.47% | 24.03%-17.6pp | 22.74%-16.3pp | 478.56%-472.1pp |
| Employer contribution / active EE | $3,167 | $5,160-38.6% | $4,136-23.4% | $4,837-34.5% |
| Participant deferral / active EE | $8,667 | $6,440+34.6% | $5,506+57.4% | $6,341+36.7% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |