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 | $114,607 | $154,228-25.7% | $145,433-21.2% | $137,256-16.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.03% | 74.59%-66.6pp | 66.58%-58.5pp | 220.34%-212.3pp |
| Employer contribution / active EE | $10,000 | $4,804+108.2% | $4,554+119.6% | $4,156+140.6% |
| Participant deferral / active EE | $25,649 | $8,216+212.2% | $7,897+224.8% | $6,407+300.3% |
| Admin fee / account holder | $225 | $14,344-98.4% | $13,129-98.3% | $12,270-98.2% |