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 | $30,780 | $176,056-82.5% | $159,436-80.7% | $167,490-81.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.68% | 331.75%-328.1pp | 263.57%-259.9pp | 478.56%-474.9pp |
| Employer contribution / active EE | $10,829 | $5,297+104.4% | $4,829+124.2% | $4,837+123.9% |
| Participant deferral / active EE | $8,405 | $7,750+8.5% | $7,352+14.3% | $6,341+32.5% |
| Admin fee / account holder | $77 | $12,554-99.4% | $10,799-99.3% | $12,309-99.4% |