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 6-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 | $45,302 | $176,056-74.3% | $159,436-71.6% | $167,490-73.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 2.87% | 331.75%-328.9pp | 263.57%-260.7pp | 478.56%-475.7pp |
| Employer contribution / active EE | $9,754 | $5,297+84.1% | $4,829+102.0% | $4,837+101.6% |
| Participant deferral / active EE | $8,465 | $7,750+9.2% | $7,352+15.1% | $6,341+33.5% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |