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 | $158,450 | $202,432-21.7% | $169,368-6.4% | $139,434+13.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.70% | 531.74%-528.0pp | 405.60%-401.9pp | 372.94%-369.2pp |
| Employer contribution / active EE | $19,858 | $4,692+323.2% | $4,013+394.9% | $4,751+318.0% |
| Participant deferral / active EE | $26,250 | $6,938+278.3% | $6,221+321.9% | $6,710+291.2% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |