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 | $67,971 | $159,901-57.5% | $146,958-53.7% | $145,922-53.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.15% | 98.13%-89.0pp | 418.34%-409.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,981 | $5,286-62.5% | $4,933-59.8% | $4,660-57.5% |
| Participant deferral / active EE | $10,754 | $8,428+27.6% | $8,070+33.3% | $6,688+60.8% |
| Admin fee / account holder | $262 | $15,044-98.3% | $12,998-98.0% | $13,397-98.0% |