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 | $93,810 | $108,919-13.9% | $100,391-6.6% | $145,922-35.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.75% | 57.88%-49.1pp | 49.20%-40.4pp | 561.29%-552.5pp |
| Employer contribution / active EE | $3,658 | $4,419-17.2% | $3,942-7.2% | $4,660-21.5% |
| Participant deferral / active EE | $14,901 | $8,445+76.4% | $8,082+84.4% | $6,688+122.8% |
| Admin fee / account holder | $64 | $9,689-99.3% | $7,899-99.2% | $13,397-99.5% |