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 5-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 | $41,679 | $176,812-76.4% | $146,665-71.6% | $167,490-75.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 5.25% | 24.03%-18.8pp | 22.74%-17.5pp | 478.56%-473.3pp |
| Employer contribution / active EE | $13,939 | $5,160+170.1% | $4,136+237.0% | $4,837+188.1% |
| Participant deferral / active EE | $7,429 | $6,440+15.4% | $5,506+34.9% | $6,341+17.1% |
| Admin fee / account holder | $165 | $13,259-98.8% | $10,280-98.4% | $12,309-98.7% |