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 | $68,417 | $74,888-8.6% | $71,209-3.9% | $142,382-51.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 9.21% | 345.14%-335.9pp | 282.51%-273.3pp | 217.08%-207.9pp |
| Employer contribution / active EE | $19,037 | $2,854+566.9% | $2,721+599.6% | $4,299+342.8% |
| Participant deferral / active EE | $20,410 | $4,454+358.2% | $4,175+388.8% | $6,507+213.6% |
| Admin fee / account holder | $176 | $5,568-96.8% | $5,349-96.7% | $12,624-98.6% |