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 | $39,239 | $169,032-76.8% | $129,207-69.6% | $145,922-73.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.00% | 14330.11%-14323.1pp | 9417.33%-9410.3pp | 561.29%-554.3pp |
| Employer contribution / active EE | $9,190 | $5,537+66.0% | $4,153+121.3% | $4,660+97.2% |
| Participant deferral / active EE | $5,308 | $4,987+6.4% | $4,168+27.4% | $6,688-20.6% |
| Admin fee / account holder | $263 | $9,954-97.4% | $7,715-96.6% | $13,397-98.0% |