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 | $115,456 | $183,592-37.1% | $155,567-25.8% | $145,959-20.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.97% | 61.24%-56.3pp | 64.74%-59.8pp | 561.95%-557.0pp |
| Employer contribution / active EE | $15,042 | $5,315+183.0% | $4,674+221.8% | $4,661+222.7% |
| Participant deferral / active EE | $28,000 | $6,464+333.2% | $5,628+397.5% | $6,689+318.6% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |