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 | $61,586 | $148,534-58.5% | $135,903-54.7% | $139,434-55.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.82% | 79.19%-69.4pp | 68.23%-58.4pp | 372.94%-363.1pp |
| Employer contribution / active EE | $4,476 | $5,243-14.6% | $4,856-7.8% | $4,751-5.8% |
| Participant deferral / active EE | $8,280 | $8,100+2.2% | $7,758+6.7% | $6,710+23.4% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |