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 | $68,546 | $104,664-34.5% | $85,682-20.0% | $167,490-59.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 2.63% | 21.45%-18.8pp | 21.49%-18.9pp | 478.56%-475.9pp |
| Employer contribution / active EE | $6,029 | $3,337+80.7% | $2,618+130.3% | $4,837+24.6% |
| Participant deferral / active EE | $11,375 | $4,824+135.8% | $3,923+190.0% | $6,341+79.4% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |