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 | $95,960 | $88,672+8.2% | $105,223-8.8% | $82,448+16.4% |
| Participation rate | 79.7% | 67.9%+11.7pp | 75.0%+4.6pp | 68.1%+11.6pp |
| Annual return | 5.45% | 30.86%-25.4pp | 180.65%-175.2pp | 41.64%-36.2pp |
| Employer contribution / active EE | $4,057 | $3,048+33.1% | $3,689+10.0% | $2,551+59.0% |
| Participant deferral / active EE | $10,616 | $4,036+163.0% | $5,072+109.3% | $4,139+156.5% |
| Admin fee / account holder | $0 | $7,146-100.0% | $8,859-100.0% | $7,234-100.0% |