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 | $68,321 | $159,934-57.3% | $147,005-53.5% | $145,959-53.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.57% | 98.24%-90.7pp | 418.76%-411.2pp | 561.95%-554.4pp |
| Employer contribution / active EE | $1,933 | $5,287-63.5% | $4,934-60.8% | $4,661-58.5% |
| Participant deferral / active EE | $2,864 | $8,427-66.0% | $8,070-64.5% | $6,689-57.2% |
| Admin fee / account holder | $30 | $15,053-99.8% | $13,006-99.8% | $13,398-99.8% |