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 | $76,799 | $148,534-48.3% | $135,903-43.5% | $139,434-44.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.33% | 79.19%-68.9pp | 68.23%-57.9pp | 372.94%-362.6pp |
| Employer contribution / active EE | $16,907 | $5,243+222.5% | $4,856+248.2% | $4,751+255.9% |
| Participant deferral / active EE | $12,875 | $8,100+58.9% | $7,758+66.0% | $6,710+91.9% |
| Admin fee / account holder | $273 | $12,400-97.8% | $10,762-97.5% | $11,403-97.6% |