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 | $56,619 | $159,602-64.5% | $150,045-62.3% | $142,382-60.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.87% | 70.24%-58.4pp | 62.55%-50.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $3,438 | $4,961-30.7% | $4,693-26.7% | $4,299-20.0% |
| Participant deferral / active EE | $13,526 | $8,310+62.8% | $7,997+69.1% | $6,507+107.9% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |