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 4-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 | $49,549 | $111,535-55.6% | $105,223-52.9% | $137,256-63.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.00% | 237.85%-227.9pp | 180.65%-170.7pp | 220.34%-210.3pp |
| Employer contribution / active EE | $4,159 | $3,939+5.6% | $3,689+12.8% | $4,156+0.1% |
| Participant deferral / active EE | $9,789 | $5,500+78.0% | $5,072+93.0% | $6,407+52.8% |
| Admin fee / account holder | $103 | $9,721-98.9% | $8,859-98.8% | $12,270-99.2% |