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 | $89,205 | $154,117-42.1% | $129,995-31.4% | $139,434-36.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 2.39% | 32.48%-30.1pp | -137.18%+139.6pp | 372.94%-370.5pp |
| Employer contribution / active EE | $19,965 | $5,289+277.5% | $4,320+362.2% | $4,751+320.3% |
| Participant deferral / active EE | $13,860 | $6,710+106.6% | $5,820+138.1% | $6,710+106.6% |
| Admin fee / account holder | $30 | $14,007-99.8% | $10,614-99.7% | $11,403-99.7% |