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 5-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 | $86,140 | $177,572-51.5% | $154,803-44.4% | $142,382-39.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 0.96% | 65.07%-64.1pp | 58.88%-57.9pp | 217.08%-216.1pp |
| Employer contribution / active EE | $15,354 | $4,810+219.2% | $4,305+256.6% | $4,299+257.1% |
| Participant deferral / active EE | $12,340 | $6,272+96.8% | $5,540+122.7% | $6,507+89.6% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |