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 3-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 | $42,219 | $111,754-62.2% | $103,333-59.1% | $145,922-71.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.78% | 24.77%-16.0pp | 24.88%-16.1pp | 561.29%-552.5pp |
| Employer contribution / active EE | $17,600 | $4,212+317.8% | $3,868+355.0% | $4,660+277.7% |
| Participant deferral / active EE | $7,641 | $5,619+36.0% | $5,057+51.1% | $6,688+14.3% |
| Admin fee / account holder | $127 | $9,750-98.7% | $8,355-98.5% | $13,397-99.0% |