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 7-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 | $44,442 | $177,572-75.0% | $154,803-71.3% | $142,382-68.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.13% | 65.07%-59.9pp | 58.88%-53.8pp | 217.08%-211.9pp |
| Employer contribution / active EE | $3,966 | $4,810-17.6% | $4,305-7.9% | $4,299-7.8% |
| Participant deferral / active EE | $6,200 | $6,272-1.1% | $5,540+11.9% | $6,507-4.7% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |