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 | $42,815 | $163,101-73.7% | $136,749-68.7% | $142,382-69.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 8.43% | 27.54%-19.1pp | 24.33%-15.9pp | 217.08%-208.6pp |
| Employer contribution / active EE | $5,134 | $4,117+24.7% | $3,400+51.0% | $4,299+19.4% |
| Participant deferral / active EE | $11,001 | $5,585+97.0% | $4,692+134.5% | $6,507+69.1% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |