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 | $49,153 | $114,381-57.0% | $107,525-54.3% | $142,382-65.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 7.87% | 242.71%-234.8pp | 181.32%-173.4pp | 217.08%-209.2pp |
| Employer contribution / active EE | $4,367 | $4,015+8.8% | $3,754+16.3% | $4,299+1.6% |
| Participant deferral / active EE | $10,248 | $5,564+84.2% | $5,116+100.3% | $6,507+57.5% |
| Admin fee / account holder | $300 | $9,860-97.0% | $8,919-96.6% | $12,624-97.6% |