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 | $50,164 | $177,572-71.8% | $154,803-67.6% | $142,382-64.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.37% | 65.07%-57.7pp | 58.88%-51.5pp | 217.08%-209.7pp |
| Employer contribution / active EE | $6,493 | $4,810+35.0% | $4,305+50.8% | $4,299+51.0% |
| Participant deferral / active EE | $6,229 | $6,272-0.7% | $5,540+12.4% | $6,507-4.3% |
| Admin fee / account holder | $127 | $16,786-99.2% | $14,329-99.1% | $12,624-99.0% |