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 | $81,650 | $154,228-47.1% | $145,433-43.9% | $137,256-40.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.13% | 74.59%-70.5pp | 66.58%-62.4pp | 220.34%-216.2pp |
| Employer contribution / active EE | $3,039 | $4,804-36.7% | $4,554-33.3% | $4,156-26.9% |
| Participant deferral / active EE | $10,000 | $8,216+21.7% | $7,897+26.6% | $6,407+56.1% |
| Admin fee / account holder | $164 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |