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 | $104,987 | $159,901-34.3% | $146,958-28.6% | $145,922-28.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.48% | 98.13%-88.7pp | 418.34%-408.9pp | 561.29%-551.8pp |
| Employer contribution / active EE | $5,664 | $5,286+7.1% | $4,933+14.8% | $4,660+21.6% |
| Participant deferral / active EE | $6,019 | $8,428-28.6% | $8,070-25.4% | $6,688-10.0% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |