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 | $50,226 | $159,901-68.6% | $146,958-65.8% | $145,922-65.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.27% | 98.13%-90.9pp | 418.34%-411.1pp | 561.29%-554.0pp |
| Employer contribution / active EE | $3,926 | $5,286-25.7% | $4,933-20.4% | $4,660-15.7% |
| Participant deferral / active EE | $14,000 | $8,428+66.1% | $8,070+73.5% | $6,688+109.3% |
| Admin fee / account holder | $289 | $15,044-98.1% | $12,998-97.8% | $13,397-97.8% |