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 | $91,160 | $159,602-42.9% | $150,045-39.2% | $142,382-36.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 3.82% | 70.24%-66.4pp | 62.55%-58.7pp | 217.08%-213.3pp |
| Employer contribution / active EE | $9,888 | $4,961+99.3% | $4,693+110.7% | $4,299+130.0% |
| Participant deferral / active EE | $13,463 | $8,310+62.0% | $7,997+68.3% | $6,507+106.9% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |