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 | $50,449 | $159,901-68.5% | $146,958-65.7% | $145,922-65.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.47% | 98.13%-91.7pp | 418.34%-411.9pp | 561.29%-554.8pp |
| Employer contribution / active EE | $9,864 | $5,286+86.6% | $4,933+100.0% | $4,660+111.7% |
| Participant deferral / active EE | $10,259 | $8,428+21.7% | $8,070+27.1% | $6,688+53.4% |
| Admin fee / account holder | $99 | $15,044-99.3% | $12,998-99.2% | $13,397-99.3% |