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 9-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 | $62,695 | $183,519-65.8% | $155,509-59.7% | $145,922-57.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.33% | 61.17%-55.8pp | 64.67%-59.3pp | 561.29%-556.0pp |
| Employer contribution / active EE | $2,037 | $5,313-61.7% | $4,672-56.4% | $4,660-56.3% |
| Participant deferral / active EE | $5,892 | $6,462-8.8% | $5,626+4.7% | $6,688-11.9% |
| Admin fee / account holder | $259 | $19,313-98.7% | $15,912-98.4% | $13,397-98.1% |