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 4-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 | $109,599 | $201,272-45.5% | $184,203-40.5% | $145,922-24.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.99% | 29.00%-23.0pp | 28.81%-22.8pp | 561.29%-555.3pp |
| Employer contribution / active EE | $8,015 | $7,022+14.1% | $6,427+24.7% | $4,660+72.0% |
| Participant deferral / active EE | $13,951 | $9,806+42.3% | $9,131+52.8% | $6,688+108.6% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |