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 | $46,180 | $227,553-79.7% | $189,557-75.6% | $167,490-72.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 1.44% | 78.40%-77.0pp | 64.17%-62.7pp | 478.56%-477.1pp |
| Employer contribution / active EE | $16,174 | $5,316+204.2% | $4,412+266.5% | $4,837+234.3% |
| Participant deferral / active EE | $6,859 | $7,002-2.0% | $6,174+11.1% | $6,341+8.2% |
| Admin fee / account holder | $95 | $11,878-99.2% | $9,807-99.0% | $12,309-99.2% |