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 | $66,782 | $127,065-47.4% | $113,168-41.0% | $142,382-53.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 8.86% | 24.03%-15.2pp | 24.27%-15.4pp | 217.08%-208.2pp |
| Employer contribution / active EE | $8,327 | $3,442+141.9% | $2,975+179.9% | $4,299+93.7% |
| Participant deferral / active EE | $2,499 | $5,716-56.3% | $5,107-51.1% | $6,507-61.6% |
| Admin fee / account holder | $87 | $15,736-99.4% | $12,068-99.3% | $12,624-99.3% |