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 | $56,763 | $70,532-19.5% | $68,948-17.7% | $137,256-58.6% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 7.66% | 32.56%-24.9pp | 28.39%-20.7pp | 220.34%-212.7pp |
| Employer contribution / active EE | $3,025 | $4,355-30.5% | $4,165-27.4% | $4,156-27.2% |
| Participant deferral / active EE | $7,562 | $6,773+11.6% | $6,186+22.2% | $6,407+18.0% |
| Admin fee / account holder | $54 | $7,916-99.3% | $7,539-99.3% | $12,270-99.6% |