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 | $159,602-48.8% | $150,045-45.6% | $142,382-42.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 4.13% | 70.24%-66.1pp | 62.55%-58.4pp | 217.08%-212.9pp |
| Employer contribution / active EE | $3,039 | $4,961-38.7% | $4,693-35.2% | $4,299-29.3% |
| Participant deferral / active EE | $10,000 | $8,310+20.3% | $7,997+25.0% | $6,507+53.7% |
| Admin fee / account holder | $164 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |