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 8-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 | $163,370 | $102,966+58.7% | $90,281+81.0% | $152,861+6.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 9.30% | 95.16%-85.9pp | 78.10%-68.8pp | 345.32%-336.0pp |
| Employer contribution / active EE | $13,333 | $3,139+324.8% | $2,854+367.1% | $4,762+180.0% |
| Participant deferral / active EE | $18,399 | $4,281+329.7% | $3,885+373.6% | $5,850+214.5% |
| Admin fee / account holder | $267 | $6,171-95.7% | $5,351-95.0% | $11,596-97.7% |