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 | $30,201 | $183,519-83.5% | $155,509-80.6% | $145,922-79.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.10% | 61.17%-56.1pp | 64.67%-59.6pp | 561.29%-556.2pp |
| Employer contribution / active EE | $6,566 | $5,313+23.6% | $4,672+40.5% | $4,660+40.9% |
| Participant deferral / active EE | $4,275 | $6,462-33.8% | $5,626-24.0% | $6,688-36.1% |
| Admin fee / account holder | $142 | $19,313-99.3% | $15,912-99.1% | $13,397-98.9% |