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 | $45,619 | $214,378-78.7% | $200,582-77.3% | $142,382-68.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.54% | 46.41%-35.9pp | 42.33%-31.8pp | 217.08%-206.5pp |
| Employer contribution / active EE | $4,084 | $6,841-40.3% | $6,419-36.4% | $4,299-5.0% |
| Participant deferral / active EE | $12,313 | $9,865+24.8% | $9,331+32.0% | $6,507+89.2% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |