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 | $66,768 | $111,754-40.3% | $103,333-35.4% | $145,922-54.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 1.31% | 24.77%-23.5pp | 24.88%-23.6pp | 561.29%-560.0pp |
| Employer contribution / active EE | $18,959 | $4,212+350.1% | $3,868+390.2% | $4,660+306.9% |
| Participant deferral / active EE | $7,988 | $5,619+42.2% | $5,057+58.0% | $6,688+19.4% |
| Admin fee / account holder | $27 | $9,750-99.7% | $8,355-99.7% | $13,397-99.8% |