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 | $19,115 | $177,572-89.2% | $154,803-87.7% | $142,382-86.6% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 7.44% | 65.07%-57.6pp | 58.88%-51.4pp | 217.08%-209.6pp |
| Employer contribution / active EE | $3,579 | $4,810-25.6% | $4,305-16.9% | $4,299-16.7% |
| Participant deferral / active EE | $3,917 | $6,272-37.5% | $5,540-29.3% | $6,507-39.8% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |