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 | $71,829-21.0% | $69,780-18.7% | $142,382-60.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 7.66% | 31.01%-23.3pp | 26.31%-18.6pp | 217.08%-209.4pp |
| Employer contribution / active EE | $3,025 | $4,385-31.0% | $4,168-27.4% | $4,299-29.6% |
| Participant deferral / active EE | $7,562 | $6,819+10.9% | $6,164+22.7% | $6,507+16.2% |
| Admin fee / account holder | $54 | $7,818-99.3% | $7,285-99.3% | $12,624-99.6% |