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 6-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 | $65,221 | $158,398-58.8% | $126,539-48.5% | $142,382-54.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 6.04% | 593.76%-587.7pp | 425.95%-419.9pp | 217.08%-211.0pp |
| Employer contribution / active EE | $2,138 | $4,650-54.0% | $3,674-41.8% | $4,299-50.3% |
| Participant deferral / active EE | $10,467 | $4,767+119.6% | $4,083+156.4% | $6,507+60.8% |
| Admin fee / account holder | $58 | $6,918-99.2% | $6,065-99.0% | $12,624-99.5% |