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 | $64,577 | $159,602-59.5% | $150,045-57.0% | $142,382-54.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.41% | 70.24%-58.8pp | 62.55%-51.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $4,988 | $4,961+0.6% | $4,693+6.3% | $4,299+16.0% |
| Participant deferral / active EE | $8,143 | $8,310-2.0% | $7,997+1.8% | $6,507+25.1% |
| Admin fee / account holder | $10 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |