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 4-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 | $66,159 | $159,901-58.6% | $146,958-55.0% | $145,922-54.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.65% | 98.13%-91.5pp | 418.34%-411.7pp | 561.29%-554.6pp |
| Employer contribution / active EE | $10,820 | $5,286+104.7% | $4,933+119.3% | $4,660+132.2% |
| Participant deferral / active EE | $10,167 | $8,428+20.6% | $8,070+26.0% | $6,688+52.0% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |