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 | $78,496 | $92,798-15.4% | $96,707-18.8% | $137,256-42.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 3.09% | 31.24%-28.1pp | 34.78%-31.7pp | 220.34%-217.2pp |
| Employer contribution / active EE | $6,465 | $4,147+55.9% | $4,191+54.3% | $4,156+55.6% |
| Participant deferral / active EE | $14,800 | $5,877+151.9% | $5,997+146.8% | $6,407+131.0% |
| Admin fee / account holder | $30 | $7,946-99.6% | $7,503-99.6% | $12,270-99.8% |