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 | $86,218 | $169,032-49.0% | $129,207-33.3% | $145,922-40.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 1.10% | 14330.11%-14329.0pp | 9417.33%-9416.2pp | 561.29%-560.2pp |
| Employer contribution / active EE | $5,309 | $5,537-4.1% | $4,153+27.8% | $4,660+13.9% |
| Participant deferral / active EE | $4,391 | $4,987-12.0% | $4,168+5.4% | $6,688-34.3% |
| Admin fee / account holder | $296 | $9,954-97.0% | $7,715-96.2% | $13,397-97.8% |