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 4-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 | $53,592 | $159,901-66.5% | $146,958-63.5% | $145,922-63.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.62% | 98.13%-97.5pp | 418.34%-417.7pp | 561.29%-560.7pp |
| Employer contribution / active EE | $5,134 | $5,286-2.9% | $4,933+4.1% | $4,660+10.2% |
| Participant deferral / active EE | $15,333 | $8,428+81.9% | $8,070+90.0% | $6,688+129.3% |
| Admin fee / account holder | $264 | $15,044-98.2% | $12,998-98.0% | $13,397-98.0% |