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 | $80,977 | $81,460-0.6% | $103,333-21.6% | $80,856+0.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 3.79% | 25.55%-21.8pp | 24.88%-21.1pp | 35.59%-31.8pp |
| Employer contribution / active EE | $18,182 | $3,105+485.5% | $3,868+370.1% | $2,755+560.0% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $197 | $6,566-97.0% | $8,355-97.6% | $6,918-97.2% |