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 | $107,388 | $106,584+0.8% | $101,326+6.0% | $142,382-24.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.63% | 36.93%-24.3pp | 36.82%-24.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $3,781 | $3,956-4.4% | $3,665+3.2% | $4,299-12.1% |
| Participant deferral / active EE | $13,046 | $8,297+57.2% | $7,994+63.2% | $6,507+100.5% |
| Admin fee / account holder | $114 | $11,446-99.0% | $11,185-99.0% | $12,624-99.1% |