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 | $51,061 | $159,602-68.0% | $150,045-66.0% | $142,382-64.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 5.67% | 70.24%-64.6pp | 62.55%-56.9pp | 217.08%-211.4pp |
| Employer contribution / active EE | $10,481 | $4,961+111.3% | $4,693+123.3% | $4,299+143.8% |
| Participant deferral / active EE | $17,783 | $8,310+114.0% | $7,997+122.4% | $6,507+173.3% |
| Admin fee / account holder | $235 | $14,846-98.4% | $13,435-98.2% | $12,624-98.1% |