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 | $99,582 | $177,572-43.9% | $154,803-35.7% | $142,382-30.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.28% | 65.07%-59.8pp | 58.88%-53.6pp | 217.08%-211.8pp |
| Employer contribution / active EE | $1,440 | $4,810-70.1% | $4,305-66.6% | $4,299-66.5% |
| Participant deferral / active EE | $33,120 | $6,272+428.1% | $5,540+497.8% | $6,507+409.0% |
| Admin fee / account holder | $197 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |