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 5-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 | $65,894 | $179,726-63.3% | $156,263-57.8% | $142,382-53.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 5.20% | 77.86%-72.7pp | 59.47%-54.3pp | 217.08%-211.9pp |
| Employer contribution / active EE | $5,251 | $5,069+3.6% | $4,333+21.2% | $4,299+22.1% |
| Participant deferral / active EE | $15,250 | $6,956+119.2% | $6,158+147.6% | $6,507+134.4% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |