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 | $93,065 | $177,572-47.6% | $154,803-39.9% | $142,382-34.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 0.11% | 65.07%-65.0pp | 58.88%-58.8pp | 217.08%-217.0pp |
| Employer contribution / active EE | $6,350 | $4,810+32.0% | $4,305+47.5% | $4,299+47.7% |
| Participant deferral / active EE | $16,873 | $6,272+169.0% | $5,540+204.5% | $6,507+159.3% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |