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 | $59,789 | $126,519-52.7% | $106,201-43.7% | $145,959-59.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.03% | 225.10%-217.1pp | 116.26%-108.2pp | 561.95%-553.9pp |
| Employer contribution / active EE | $2,542 | $3,726-31.8% | $3,170-19.8% | $4,661-45.5% |
| Participant deferral / active EE | $8,000 | $5,716+40.0% | $5,012+59.6% | $6,689+19.6% |
| Admin fee / account holder | $145 | $17,312-99.2% | $11,039-98.7% | $13,398-98.9% |