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 | $70,573 | $201,272-64.9% | $184,203-61.7% | $145,922-51.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.09% | 29.00%-19.9pp | 28.81%-19.7pp | 561.29%-552.2pp |
| Employer contribution / active EE | $15,281 | $7,022+117.6% | $6,427+137.8% | $4,660+227.9% |
| Participant deferral / active EE | $15,793 | $9,806+61.1% | $9,131+73.0% | $6,688+136.1% |
| Admin fee / account holder | $213 | $16,364-98.7% | $13,901-98.5% | $13,397-98.4% |