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 | $26,739 | $159,602-83.2% | $150,045-82.2% | $142,382-81.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.26% | 70.24%-60.0pp | 62.55%-52.3pp | 217.08%-206.8pp |
| Employer contribution / active EE | $6,211 | $4,961+25.2% | $4,693+32.3% | $4,299+44.5% |
| Participant deferral / active EE | $3,223 | $8,310-61.2% | $7,997-59.7% | $6,507-50.5% |
| Admin fee / account holder | $176 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |