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 | $90,690 | $127,065-28.6% | $113,168-19.9% | $142,382-36.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 6.63% | 24.03%-17.4pp | 24.27%-17.6pp | 217.08%-210.4pp |
| Employer contribution / active EE | $9,189 | $3,442+167.0% | $2,975+208.9% | $4,299+113.7% |
| Participant deferral / active EE | $21,913 | $5,716+283.3% | $5,107+329.1% | $6,507+236.7% |
| Admin fee / account holder | $145 | $15,736-99.1% | $12,068-98.8% | $12,624-98.9% |