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 | $50,608 | $159,934-68.4% | $147,005-65.6% | $145,959-65.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.46% | 98.24%-95.8pp | 418.76%-416.3pp | 561.95%-559.5pp |
| Employer contribution / active EE | $7,503 | $5,287+41.9% | $4,934+52.1% | $4,661+61.0% |
| Participant deferral / active EE | $10,700 | $8,427+27.0% | $8,070+32.6% | $6,689+60.0% |
| Admin fee / account holder | $40 | $15,053-99.7% | $13,006-99.7% | $13,398-99.7% |