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 | $230,120 | $110,502+108.2% | $80,716+185.1% | $167,490+37.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 4.20% | 120.54%-116.3pp | 87.28%-83.1pp | 478.56%-474.4pp |
| Employer contribution / active EE | $3,668 | $1,543+137.8% | $1,160+216.2% | $4,837-24.2% |
| Participant deferral / active EE | $3,910 | $2,871+36.2% | $2,146+82.2% | $6,341-38.3% |
| Admin fee / account holder | $255 | $4,545-94.4% | $3,380-92.5% | $12,309-97.9% |