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 | $25,784 | $177,572-85.5% | $154,803-83.3% | $142,382-81.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 1.55% | 65.07%-63.5pp | 58.88%-57.3pp | 217.08%-215.5pp |
| Employer contribution / active EE | $5,250 | $4,810+9.1% | $4,305+21.9% | $4,299+22.1% |
| Participant deferral / active EE | $5,875 | $6,272-6.3% | $5,540+6.0% | $6,507-9.7% |
| Admin fee / account holder | $117 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |